Legatics

Legatics Support

Grace Stoll

Lists

Using templates to easily create lists for your matters

Create lists from a template

Start from an existing list

Create lists from Word, Excel, or Legal Text

Creating lists

Managing lists

Renaming a list

Edit multiple elements in a list at the same time

Bulk edits

Deleting a list

Hyperlinks in your list

Select and de-select multiple rows using the "Shift" button.

Select and de-select multiple rows

Editing lists

Sections

Rows

Columns

Sections, rows and columns

Excel import

Legal text import

Word table import

Importing data

Download all the files in your list to a single zip file

Export files from your list

How to export your list into a Word/PDF document.

Word/PDF/Excel downloads

Exporting data

How to view the table of contents for a list in Legatics

Filtering

Filtering and navigation

Uploading versions

View files and download versions

Version history

Remove every version, or just a specific one

Deleting documents and versions

File column

How to create and edit statuses to keep track of how your matter is progressing

Creating and editing statuses

How to assign statuses to matter participants to notify them to take action on an item

Assigning statuses to participants

Automatic actions

Status column

How to assign approvals to matter participants in Legatics lists

Assigning approvals

How to give or remove approvals for rows in a list

Providing or removing approvals

How to remove checkboxes from a checkbox column

Removing checkboxes

Checkbox column

How to set up and modify a date column to monitor the progress of your matter.

Date column

Responsibility column

iManage overview

Uploading versions from iManage to your Legatics list

Upload versions from iManage

Save versions to iManage

Quickly locating and previewing a version from Legatics in iManage

Open in iManage and iManage ID

Export multiple files or transaction binder to iManage

Export multiple files or binder to iManage

Export a Word version of the list to iManage

Quickly build out your list from iManage using our Excel and Word table importers

Upload from iManage to table importers

Managing documents in iManage

NetDocuments overview

Import documents from NetDocuments (Word/Excel)

How to upload and save new files to Legatics from NetDocuments

Upload a file or new version to NetDocuments

Export files and lists to NetDocuments

Managing documents in NetDocuments

How to aggregate your documents into one list

Create a "binder" or "closing set"

Generating closing sets

Website

User Roadmap

Admin Roadmap

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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