# Legatics Knowledge Base

> Learn how to transform your transactions

## Getting started

- [Modules](https://knowledge.legatics.com/en/articles/11088483-modules.md): Learn what modules are in Legatics, and when to use them
- [Legatics explained](https://knowledge.legatics.com/en/articles/10280209-legatics-explained.md): Explore Legatics, the platform that transforms legal transaction management
- [Creating an account](https://knowledge.legatics.com/en/articles/5454555-creating-an-account.md): Learn how to create a Legatics account and start transforming your transaction
- [Logging into Legatics](https://knowledge.legatics.com/en/articles/5454585-logging-into-legatics.md): Learn how to log in to Legatics, troubleshoot common login issues, and access your account securely
- [Viewing your matters](https://knowledge.legatics.com/en/articles/5543177-viewing-your-matters.md): Learn how to view and manage all your accessible matters in Legatics
- [Creating matters](https://knowledge.legatics.com/en/articles/5543090-creating-matters.md): Learn how to create a new matter in Legatics, whether starting from scratch or using a template
- [Getting Legatics set up as a new customer](https://knowledge.legatics.com/en/articles/6648928-getting-legatics-set-up-as-a-new-customer.md): Learn the essential steps to prepare Legatics for roll-out in your organization and discover optional steps to maximize its impact.
- [Migrating matters from other platforms](https://knowledge.legatics.com/en/articles/7827299-migrating-matters-from-other-platforms.md): A step-by-step guide to efficiently transfer your matters from other platforms to Legatics
- [Adoption resources explained](https://knowledge.legatics.com/en/articles/8891209-adoption-resources-explained.md): Understand our comprehensive materials and strategies to help you facilitate the successful adoption of Legatics
- [Explaining the benefits of Legatics](https://knowledge.legatics.com/en/articles/9245334-explaining-the-benefits-of-legatics.md): Equip yourself to drive Legatics adoption by showcasing the platform's benefits for lawyers, partners, and clients
- [Presentations for lawyers and clients](https://knowledge.legatics.com/en/articles/8907132-presentations-for-lawyers-and-clients.md): Tailored presentations to promote Legatics to legal teams and clients, facilitating awareness and adoption.
- [Template intranet content](https://knowledge.legatics.com/en/articles/8907919-template-intranet-content.md): Template to help firms promote Legatics on their internal intranet pages, enhancing awareness and engagement among employees
- [Template plan for internal competitions and events](https://knowledge.legatics.com/en/articles/8907845-template-plan-for-internal-competitions-and-events.md): A customizable template to help firms plan and execute competitions or events that promote Legatics adoption and engagement
- [Template roll-out email](https://knowledge.legatics.com/en/articles/6877497-template-roll-out-email.md): A customizable email template to facilitate the introduction of Legatics within your organization, streamlining communication and promoting user engagement
- [Webinar Hub](https://knowledge.legatics.com/en/articles/11992765-webinar-hub.md): Everything from getting started to exploring specific features. Join live to ask questions or watch past sessions when it’s convenient.
- [Trainee Webinar Series](https://knowledge.legatics.com/en/articles/11993017-trainee-webinar-series.md): Whether you’re just getting started or want to sharpen your skills, this series helps you get the most out of the platform
- [Quick start guide for matter admins](https://knowledge.legatics.com/en/articles/6078472-quick-start-guide-for-matter-admins.md): Summary guide for users creating, setting up and managing matters
- [Quick start guide for participants](https://knowledge.legatics.com/en/articles/6026161-quick-start-guide-for-participants.md): Summary guide for users involved in Legatics matters
- [Getting started videos](https://knowledge.legatics.com/en/articles/7237991-getting-started-videos.md): Learn about the platform in your Legatics environment
- [Working with iManage](https://knowledge.legatics.com/en/articles/7263212-working-with-imanage.md): Understand how to generally work with iManage in Legatics
- [Working with NetDocuments](https://knowledge.legatics.com/en/articles/9818942-working-with-netdocuments.md): Understand how to generally work with NetDocuments in Legatics
- [Demo matters](https://knowledge.legatics.com/en/articles/10280200-demo-matters.md): Understand what they are, and how they differ from live matters
- [Testing documents](https://knowledge.legatics.com/en/articles/4775014-testing-documents.md): Download sample documents to effectively test and demonstrate our functionality
- [Instances](https://knowledge.legatics.com/en/articles/10278899-instances.md): Learn what instances are in Legatics, how they work, and why they ensure secure, tailored access for different organizations and regions
- [Terminology](https://knowledge.legatics.com/en/articles/10280454-terminology.md): A comprehensive guide to understanding key terms in Legatics, helping you navigate the platform and its features with ease
- [System requirements](https://knowledge.legatics.com/en/articles/6482060-system-requirements.md): Understand the technical requirements of the Legatics platform to ensure you're getting optimal performance
- [Artificial intelligence](https://knowledge.legatics.com/en/articles/10295358-artificial-intelligence.md): Learn how Legatics uses artificial intelligence responsibly to enhance legal workflows while ensuring transparency, security, and control

## Dashboard

- [Dashboard explained](https://knowledge.legatics.com/en/articles/5630524-dashboard-explained.md): Learn how to navigate and understand the dashboard in each matter to monitor progress
- [Editing the dashboard](https://knowledge.legatics.com/en/articles/10288889-editing-the-dashboard.md): Understand how to make changes to the dashboard to align it to your needs

## API, MCP & Integrations

- [Legatics MCP explained](https://knowledge.legatics.com/en/articles/15394343-legatics-mcp-explained.md): Learn how the Legatics MCP server lets AI assistants work with your live transaction data
- [Using AI assistants with Legatics](https://knowledge.legatics.com/en/articles/15394465-using-ai-assistants-with-legatics.md): Learn how to connect your AI assistant to Legatics and get answers grounded in your live transaction data
- [Legatics API explained](https://knowledge.legatics.com/en/articles/15394278-legatics-api-explained.md): Learn what the Legatics API is, how it works, and what you can do with it
- [Finding your Legatics API and MCP URLs](https://knowledge.legatics.com/en/articles/15957334-finding-your-legatics-api-and-mcp-urls.md): Find the MCP URL, API base URL, and Swagger reference for your Legatics instance
- [Connected apps explained](https://knowledge.legatics.com/en/articles/15394369-connected-apps-explained.md): Learn what connected apps are and how they control access to the Legatics API and MCP server
- [Create and manage connected apps](https://knowledge.legatics.com/en/articles/15394401-create-and-manage-connected-apps.md): Learn how to create, configure, and manage connected apps to control access to the Legatics API and MCP server
- [Integrate with Docusign](https://knowledge.legatics.com/en/articles/6044237-integrate-with-docusign.md): Set up and manage the DocuSign integration to streamline your document signing processes
- [Integrate with iManage](https://knowledge.legatics.com/en/articles/7958797-integrate-with-imanage.md): Learn how to set up and manage the iManage integration to streamline your document management processes
- [Integrate with NetDocuments](https://knowledge.legatics.com/en/articles/9708171-integrate-with-netdocuments.md): Learn how to securely connect your NetDocuments repository to streamline document management processes
- [Integrate with your SSO system](https://knowledge.legatics.com/en/articles/6049331-integrate-with-your-sso-system.md): Learn how to connect and configure your Identity Provider \(IdP\) to enable seamless single sign-on \(SSO\) access for your organization

## Data rooms

- [Data Rooms are Here](https://knowledge.legatics.com/en/articles/13763613-data-rooms-are-here.md): Secure document sharing, arriving April 2026
- [Data rooms explained](https://knowledge.legatics.com/en/articles/13609682-data-rooms-explained.md): Learn what data rooms are, and how they work in Legatics
- [Navigating a data room](https://knowledge.legatics.com/en/articles/13609726-navigating-a-data-room.md): Discover how to navigate data rooms efficiently to get what you need
- [Creating a data room](https://knowledge.legatics.com/en/articles/13630344-creating-a-data-room.md): Setup a new data room to store and share documents
- [Importing folder structures](https://knowledge.legatics.com/en/articles/13631497-importing-folder-structures.md): Recreate or generate a structured folder hierarchy using a ZIP file or Excel import
- [Applying permissions in a data room](https://knowledge.legatics.com/en/articles/13631676-applying-permissions-in-a-data-room.md): Control who can access a data room and define what actions they can perform at data room, folder and file level
- [Numbering in a data room](https://knowledge.legatics.com/en/articles/13631851-numbering-in-a-data-room.md): Automatically number folders and documents to provide reference
- [Applying watermarks in a data room](https://knowledge.legatics.com/en/articles/16311205-applying-watermarks-in-a-data-room.md): Apply dynamic, user specific watermarks to documents and disable browser printing to protect sensitive content
- [Managing documents and folders](https://knowledge.legatics.com/en/articles/13630933-managing-documents-and-folders.md): Upload, organise and maintain content within your data room
- [Bulk actions](https://knowledge.legatics.com/en/articles/13632109-bulk-actions.md): Apply actions to multiple files or folders at once to save time
- [Comparing document versions in a data room](https://knowledge.legatics.com/en/articles/16310973-comparing-document-versions-in-a-data-room.md): Compare two Word versions of the same document in a data room and see exactly what's changed
- [Exporting a data room index](https://knowledge.legatics.com/en/articles/13632191-exporting-a-data-room-index.md): Download an Excel file showing the full structure and metadata of your data room
- [Exporting all documents](https://knowledge.legatics.com/en/articles/13632304-exporting-all-documents.md): Download all documents in a data room as a single ZIP archive
- [Downloading files and folders](https://knowledge.legatics.com/en/articles/13632364-downloading-files-and-folders.md): Download individual files, folders, or selections from a data room
- [Renaming a data room](https://knowledge.legatics.com/en/articles/13632448-renaming-a-data-room.md): Learn how to rename a data room to keep your matter organized and up-to-date
- [Duplicating a data room](https://knowledge.legatics.com/en/articles/13632489-duplicating-a-data-room.md): Learn how to efficiently create new data rooms in Legatics by reusing existing ones from your matter
- [Deleting a data room](https://knowledge.legatics.com/en/articles/13906231-deleting-a-data-room.md): Learn how to permanently remove a data room from your matter, including important considerations before deletion

## Lists 

- [Lists explained](https://knowledge.legatics.com/en/articles/10274056-lists-explained.md): Learn what lists are, how they work in Legatics, and why they're essential for transactions in the 21st century
- [Turn Word tables into digital lists](https://knowledge.legatics.com/en/articles/10260745-turn-word-tables-into-digital-lists.md): Learn how to create lists in Legatics by importing data directly from Word tables, streamlining your setup process
- [Transform legal text into structured data](https://knowledge.legatics.com/en/articles/9268482-transform-legal-text-into-structured-data.md): Discover how to transform unstructured legal text into structured rows and columns in Legatics, streamlining your list creation
- [Duplicate lists](https://knowledge.legatics.com/en/articles/6680464-duplicate-lists.md): Learn how to efficiently create new lists in Legatics by reusing existing ones from any matter
- [Start from best practice templates](https://knowledge.legatics.com/en/articles/5543214-start-from-best-practice-templates.md): Learn how to efficiently create lists in your matter using pre-designed templates tailored for legal workflows
- [Convert Excel files into digital lists](https://knowledge.legatics.com/en/articles/10261126-convert-excel-files-into-digital-lists.md): Learn how to create structured lists in Legatics by importing data directly from Excel files
- [Managing sections and rows](https://knowledge.legatics.com/en/articles/6655267-managing-sections-and-rows.md): Learn how to effectively manage sections and rows in lists, including adding, reordering, and deleting them
- [Managing columns](https://knowledge.legatics.com/en/articles/5543728-managing-columns.md): Learn how to manage columns in your list, including adding, editing, resizing, and deleting
- [Applying permissions in lists](https://knowledge.legatics.com/en/articles/5574791-applying-permissions-in-lists.md): Understand how to apply permissions in lists, including at the list, column, section, row and cell level
- [Renaming lists](https://knowledge.legatics.com/en/articles/5543877-renaming-lists.md): Learn how to rename a list to keep your matter organized and up-to-date
- [Deleting lists](https://knowledge.legatics.com/en/articles/5543911-deleting-lists.md): Learn how to permanently remove a list from your matter, including important considerations before deletion
- [Numbering in lists](https://knowledge.legatics.com/en/articles/16310992-numbering-in-lists.md): Choose how sections and rows in a list are numbered, and customize the format
- [Navigating, filtering and sorting lists](https://knowledge.legatics.com/en/articles/5577310-navigating-filtering-and-sorting-lists.md): Discover how to navigate lists efficiently using the drawer, table of contents, filtering, sorting, and other additional tips
- [Uploading and managing files in lists](https://knowledge.legatics.com/en/articles/5762941-uploading-and-managing-files-in-lists.md): Learn how to upload, manage and download files in lists
- [Tracking progress with statuses](https://knowledge.legatics.com/en/articles/5584928-tracking-progress-with-statuses.md): Discover how to track progress effectively using statuses, including setting them up, customizing and updating
- [Approving rows with checkboxes](https://knowledge.legatics.com/en/articles/5612259-approving-rows-with-checkboxes.md): Learn how to use checkboxes in lists approving rows and streamlining decision-making processes
- [Leaving comments](https://knowledge.legatics.com/en/articles/10265515-leaving-comments.md): Learn how to leave, edit, and delete comments in lists to facilitate collaboration and maintain clarity
- [Setting dates](https://knowledge.legatics.com/en/articles/8795170-setting-dates.md): Learn how to add, edit, and manage dates within your lists using the date column to streamline deadline management
- [Assigning responsibilities](https://knowledge.legatics.com/en/articles/8795264-assigning-responsibilities.md): Assign and track responsibilities within your lists by role, organisation or user
- [Editing free-text](https://knowledge.legatics.com/en/articles/10266944-editing-free-text.md): Learn how to use free-text columns in lists to capture and manage unstructured data in your lists effectively
- [Bulk editing rows](https://knowledge.legatics.com/en/articles/4783249-bulk-editing-rows.md): Efficiently update multiple rows simultaneously
- [Using single-select and multi-select columns](https://knowledge.legatics.com/en/articles/10570033-using-single-select-and-multi-select-columns.md): Discover how to track data effectively using single-select and multi-select columns, including setting them up, customizing and updating
- [Comparing document versions in lists](https://knowledge.legatics.com/en/articles/16310932-comparing-document-versions-in-lists.md): Compare two Word versions of the same document and see exactly what's changed
- [Importing data into lists](https://knowledge.legatics.com/en/articles/6771845-importing-data-into-lists.md): Learn how to efficiently import data into existing lists using Excel, legal text, or Word tables, including key differences for each method.
- [Exporting data from lists](https://knowledge.legatics.com/en/articles/5871134-exporting-data-from-lists.md): Learn how to export data from lists into Word, PDF, Excel, or ZIP formats
- [What can Legatics be used for?](https://knowledge.legatics.com/en/articles/10288706-what-can-legatics-be-used-for.md): Discover how Legatics replaces Word and Excel for tracking, managing, and collaborating on legal processes
- [Conditions precedent](https://knowledge.legatics.com/en/articles/9625924-conditions-precedent.md): Simplify the process of managing conditions precedent by using Legatics
- [Documents lists](https://knowledge.legatics.com/en/articles/10117997-documents-lists.md): Simplify the creation, management, and signing of documents with Legatics
- [Q&A](https://knowledge.legatics.com/en/articles/9144459-q-a.md): Simplify and centralize your Q&A process with Legatics by eliminating Excel-related challenges and enhancing collaboration
- [Warranty disclosures](https://knowledge.legatics.com/en/articles/9127934-warranty-disclosures.md): Simplify and speed up the warranty disclosure process with Legatics
- [Certificates of title](https://knowledge.legatics.com/en/articles/9942160-certificates-of-title.md): Simplify the management of certificates of title in real estate transactions with Legatics
- [Diligence](https://knowledge.legatics.com/en/articles/10166023-diligence.md): Streamline the US due diligence process in real estate transactions with Legatics
- [Enquiries on title](https://knowledge.legatics.com/en/articles/8899829-enquiries-on-title.md): Simplify the UK enquiries on title process in real estate transactions with Legatics
- [Agreements for Lease \(AFL\)](https://knowledge.legatics.com/en/articles/11326001-agreements-for-lease-afl.md): Streamline the lease agreement process in real estate transactions with Legatics
- [Funds Transactions](https://knowledge.legatics.com/en/articles/13010365-funds-transactions.md): Simplify the process of managing fund formation, investor closings, and secondary transactions with Legatics. Streamline fund workflows into a single organized workspace, reducing admin and making ...
- [Project Management](https://knowledge.legatics.com/en/articles/10435846-project-management.md): Centralise your deal and manage your project plan with Legatics.
- [Restructuring, Insolvency and Bankruptcy](https://knowledge.legatics.com/en/articles/10457063-restructuring-insolvency-and-bankruptcy.md): Streamline your Restructuring deals with Legatics by centralizing processes and improving collaboration.
- [Litigation](https://knowledge.legatics.com/en/articles/10653190-litigation.md): Streamline your Litigation deals with Legatics by centralizing processes and improving collaboration.

## Signing

- [Signing explained](https://knowledge.legatics.com/en/articles/8837478-signing-explained.md): An overview of Legatics' signing features, including preparation, sending, tracking and execution of documents
- [Managing permissions in the signing view](https://knowledge.legatics.com/en/articles/10244758-managing-permissions-in-the-signing-view.md): Learn how to control user access and actions within the signing view to ensure a secure and efficient signing process
- [Marking documents for signing](https://knowledge.legatics.com/en/articles/5988596-marking-documents-for-signing.md): Learn how to designate documents for signing within Legatics, enabling efficient management of parties, signatories, and the signing process
- [Managing parties and signatories](https://knowledge.legatics.com/en/articles/5988673-managing-parties-and-signatories.md): Learn how to add, edit, and manage parties and signatories for documents marked for signing, ensuring a prepared signing process
- [Sending documents to Docusign](https://knowledge.legatics.com/en/articles/6000233-sending-documents-to-docusign.md): Send documents to Docusign from Legatics to streamline your signing process
- [Tracking signing progress of Docusign documents](https://knowledge.legatics.com/en/articles/10245780-tracking-signing-progress-of-docusign-documents.md): Learn how to track the signing progress of documents you sent to Docusign from Legatics
- [Getting signed documents from Docusign](https://knowledge.legatics.com/en/articles/6004347-getting-signed-documents-from-docusign.md): Learn how to get signed documents into Legatics once the envelopes containing them are completed
- [Downloading certificates of completion and envelope histories](https://knowledge.legatics.com/en/articles/10246096-downloading-certificates-of-completion-and-envelope-histories.md): Learn how to get certificates of completion and envelope histories in Legatics for documents signed in Docusign
- [Creating signature packs with AI](https://knowledge.legatics.com/en/articles/8769149-creating-signature-packs-with-ai.md): Efficiently generate PDF signature packs for parties and signatories using AI
- [Tracking and updating signing progress of wet-ink documents](https://knowledge.legatics.com/en/articles/8015959-tracking-and-updating-signing-progress-of-wet-ink-documents.md): Understand how the signing statuses of documents and signatories can be tracked and updated when using wet-ink
- [Uploading and matching signed pages](https://knowledge.legatics.com/en/articles/10200051-uploading-and-matching-signed-pages.md): Learn how to upload signed pages and match them to their underlying document to speed up collation
- [Collating execution versions](https://knowledge.legatics.com/en/articles/9760391-collating-execution-versions.md): Learn how to efficiently combine signed pages into finalized executed documents

## Binders

- [Binders explained](https://knowledge.legatics.com/en/articles/11087110-binders-explained.md): Learn what binders are, and how they work in Legatics
- [Navigating a binder](https://knowledge.legatics.com/en/articles/11086894-navigating-a-binder.md): Discover how to navigate binders efficiently to get what you need
- [Creating a binder](https://knowledge.legatics.com/en/articles/5898055-creating-a-binder.md): Setup a new binder to compile and share documents
- [Working with sections and documents](https://knowledge.legatics.com/en/articles/11087483-working-with-sections-and-documents.md): Learn how to effectively manage sections and documents in binders, including adding, reordering, and deleting them
- [Importing list files into a binder](https://knowledge.legatics.com/en/articles/11081356-importing-list-files-into-a-binder.md): Combine files from multiple lists into one binder
- [Applying permissions in a binder](https://knowledge.legatics.com/en/articles/11047253-applying-permissions-in-a-binder.md): Understand how to apply permissions in binders
- [Customizing your binder index](https://knowledge.legatics.com/en/articles/10719200-customizing-your-binder-index.md): Learn how to customise your binder index, including styles available, Word templates, and formatting options
- [Previewing a binder index](https://knowledge.legatics.com/en/articles/11070679-previewing-a-binder-index.md): Double-check your layout, style, and formatting settings before generating the binder
- [Controlling the binder file](https://knowledge.legatics.com/en/articles/11048372-controlling-the-binder-file.md): Learn how to customise the binder file that gets generated
- [Numbering in a binder](https://knowledge.legatics.com/en/articles/16299333-numbering-in-a-binder.md): Choose how sections and documents in a binder are numbered, and customize the format
- [Generating a binder](https://knowledge.legatics.com/en/articles/11070973-generating-a-binder.md): Generate a binder file based on your settings, ready for you or others to export and share
- [Exporting a binder](https://knowledge.legatics.com/en/articles/11079977-exporting-a-binder.md): Export a generated binder file to your computer, iManage, or NetDocuments
- [Renaming a binder](https://knowledge.legatics.com/en/articles/11047126-renaming-a-binder.md): Learn how to rename a binder to keep your matter organized and up-to-date
- [Duplicating a binder](https://knowledge.legatics.com/en/articles/11047953-duplicating-a-binder.md): Learn how to efficiently create new binders in Legatics by reusing existing ones from your matter
- [Deleting a binder](https://knowledge.legatics.com/en/articles/11047195-deleting-a-binder.md): Learn how to permanently remove a binder from your matter, including important considerations before deletion

## Matter management

- [Enabling notifications for a matter](https://knowledge.legatics.com/en/articles/5652452-enabling-notifications-for-a-matter.md): Learn how to turn on notifications for your matters, ensuring participants are informed of assigned actions and responsibilities
- [Tracking matter activity with the audit trail](https://knowledge.legatics.com/en/articles/5624420-tracking-matter-activity-with-the-audit-trail.md): Learn how to access, download, and interpret the audit trail in Legatics to maintain transparency and accountability within each matter
- [Reviewing permissions in your matter](https://knowledge.legatics.com/en/articles/6043544-reviewing-permissions-in-your-matter.md): Learn how to use 'masquerade' mode to view matters as another organisation or user, ensuring permissions are correctly applied
- [Customising the navigation of your matter](https://knowledge.legatics.com/en/articles/10248607-customising-the-navigation-of-your-matter.md): Learn how matter administrators can update the navigation of a matter
- [Changing matter details](https://knowledge.legatics.com/en/articles/5728206-changing-matter-details.md): Learn how matter administrators can update matter information, such as name, number, lead partner, lead office, and description
- [Deleting your matter](https://knowledge.legatics.com/en/articles/5624216-deleting-your-matter.md): Learn how to permanently delete your matter and the steps to take before doing so
- [Participants explained](https://knowledge.legatics.com/en/articles/5591347-participants-explained.md): Learn how participants work in Legatics, to make sure you've set up your matter for effective collaboration
- [Managing roles and organizations](https://knowledge.legatics.com/en/articles/5598457-managing-roles-and-organizations.md): Effectively manage roles and organizations in your matter to streamline collaboration and maintain confidentiality
- [Adding and removing Matter Admins](https://knowledge.legatics.com/en/articles/5603349-adding-and-removing-matter-admins.md): Understand the responsibilities and capabilities of a Matter Admin, including managing participants, configuring matter settings, and overseeing data access
- [Adding, inviting and removing users](https://knowledge.legatics.com/en/articles/5605796-adding-inviting-and-removing-users.md): Learn how to effectively add, invite and remove users from matters to ensure secure and efficient collaboration.

## Administration

- [Administration system explained](https://knowledge.legatics.com/en/articles/6132679-administration-system-explained.md): Learn about the administration system, including access and what it can do help you monitor your Legatics environment
- [Dashboard](https://knowledge.legatics.com/en/articles/8614546-dashboard.md): Learn how to navigate the admin dashboard to gain quick insights into all your matters and activities
- [Reports explained](https://knowledge.legatics.com/en/articles/8612700-reports-explained.md): Understand what our reports are useful for, extract formats and a sample report for inspiration
- [Matters report](https://knowledge.legatics.com/en/articles/8614774-matters-report.md): Gain comprehensive insights into your matters, enabling data-driven decisions and strategic planning
- [Users report](https://knowledge.legatics.com/en/articles/8614859-users-report.md): Gain detailed insights into user engagement and access to enhance adoption strategies and maintain security oversight
- [Activity report](https://knowledge.legatics.com/en/articles/8614922-activity-report.md): Monitor user interactions with matters to understand activity levels
- [Matter structure report](https://knowledge.legatics.com/en/articles/8614971-matter-structure-report.md): Gain detailed insights into the structure and content of a specific matter
- [Lists report](https://knowledge.legatics.com/en/articles/13764643-lists-report.md): Understand lists usage at a deeper level, enabling data-driven decisions and strategic planning
- [Binders report](https://knowledge.legatics.com/en/articles/13763876-binders-report.md): Understand binder usage at a deeper level, enabling data-driven decisions and strategic planning
- [Data rooms report](https://knowledge.legatics.com/en/articles/13764853-data-rooms-report.md): Understand data room usage at a deeper level, enabling data-driven decisions and strategic planning
- [Signing report](https://knowledge.legatics.com/en/articles/13764904-signing-report.md): Understand signing usage at a deeper level, enabling data-driven decisions and strategic planning
- [Matters explained](https://knowledge.legatics.com/en/articles/8612762-matters-explained.md): Learn what you can do to manage your matters in Legatics to maintain an organized and efficient workspace
- [Add matter admins to any matter](https://knowledge.legatics.com/en/articles/8645528-add-matter-admins-to-any-matter.md): Learn how System Admins can add Members as Matter Admins to any matter
- [Viewing matters in read only](https://knowledge.legatics.com/en/articles/8652043-viewing-matters-in-read-only.md): Learn how System Admins can access and review matters in a read-only mode to stay informed without administrative permissions
- [Deleting and restoring matters](https://knowledge.legatics.com/en/articles/8652211-deleting-and-restoring-matters.md): Learn how to delete any matter from Legatics and restore them if needed
- [Users explained](https://knowledge.legatics.com/en/articles/8612851-users-explained.md): Learn about the different user roles within Legatics, including Members and Guests, and how to manage their access and permissions
- [Deactivating and activating users in your environment](https://knowledge.legatics.com/en/articles/8676763-deactivating-and-activating-users-in-your-environment.md): Learn how System Admins can manage access to matters by deactivating and reactivating them
- [Assigning members](https://knowledge.legatics.com/en/articles/8676892-assigning-members.md): Learn how to grant member rights to users who created accounts before your organization became a Legatics customer
- [Updating Member details](https://knowledge.legatics.com/en/articles/10308645-updating-member-details.md): Learn what user details you can update as a System Administrator to keep user data up-to-date
- [Admins](https://knowledge.legatics.com/en/articles/8676629-admins.md): Learn how System Admins can control Member permissions within Legatics
- [Companies](https://knowledge.legatics.com/en/articles/10308838-companies.md)
- [Deal types](https://knowledge.legatics.com/en/articles/12648967-deal-types.md): Learn how to set up and manage deal types to enhance transaction oversight and reporting
- [Offices](https://knowledge.legatics.com/en/articles/9248090-offices.md): Learn how to set up, manage, and understand office data to enhance transaction oversight and reporting
- [Account](https://knowledge.legatics.com/en/articles/9247792-account.md): Learn about your Legatics environment, including customer details and environment specifics
- [Announcement banner](https://knowledge.legatics.com/en/articles/10308711-announcement-banner.md): Deliver announcements to your Members in Legatics, so they're aware of important changes or requirements
- [Auto-bin inactive matters](https://knowledge.legatics.com/en/articles/11504097-auto-bin-inactive-matters.md): Stay on top of inactive work and reduce manual clean-up
- [Bring your own key \(BYOK\)](https://knowledge.legatics.com/en/articles/9857568-bring-your-own-key-byok.md): Learn how to set up, use, and manage your encryption key
- [Consent confirmation](https://knowledge.legatics.com/en/articles/9248066-consent-confirmation.md): Make sure Members confirm they've got the consents needed before creating a matter
- [Favicon](https://knowledge.legatics.com/en/articles/11654600-favicon.md): Display your company’s favicon across the platform for a branded experience
- [Data room governance](https://knowledge.legatics.com/en/articles/16311025-data-room-governance.md): A firm wide toggle that lets System Admins control who can create data rooms
- [Word templates explained](https://knowledge.legatics.com/en/articles/11757716-word-templates-explained.md): A guide to how Word templates work in Legatics
- [List Word templates](https://knowledge.legatics.com/en/articles/6648785-list-word-templates.md): Upload and manage branded Word templates for lists
- [Binder Word templates](https://knowledge.legatics.com/en/articles/11748583-binder-word-templates.md): Create, upload and manage branded Word templates for binders
- [List templates](https://knowledge.legatics.com/en/articles/8232655-list-templates.md): Learn how to create and manage list templates to deliver use cases to every practice area
- [Matter templates](https://knowledge.legatics.com/en/articles/9271703-matter-templates.md): Learn how to create and manage matter templates to streamline deal structures, ensure consistency, and reduce setup time for users
- [Tracking system admin activity](https://knowledge.legatics.com/en/articles/8612994-tracking-system-admin-activity.md): Learn how to access and interpret the audit trail in the Administration System to track actions performed by system administrators
- [Exporting your data from Legatics](https://knowledge.legatics.com/en/articles/12821804-exporting-your-data-from-legatics.md): Understand how you can get your data from the platform

## Your account

- [Updating your account details](https://knowledge.legatics.com/en/articles/5653034-updating-your-account-details.md): Learn how to update your personal information in Legatics, including your name, time zone and title
- [Resetting your password](https://knowledge.legatics.com/en/articles/5609017-resetting-your-password.md): A step-by-step guide to securely reset your Legatics account password
- [Notifications explained](https://knowledge.legatics.com/en/articles/11468760-notifications-explained.md): Stay informed with real-time and email updates
- [Adjusting your notification preferences](https://knowledge.legatics.com/en/articles/5624361-adjusting-your-notification-preferences.md): Take control of what updates you receive, and when
- [In-app notifications](https://knowledge.legatics.com/en/articles/11390107-in-app-notifications.md): Get real time updates directly in Legatics
- [Matter update emails](https://knowledge.legatics.com/en/articles/10253683-matter-update-emails.md): Stay updated on what’s happening in your matters
- [Account email notifications](https://knowledge.legatics.com/en/articles/11468770-account-email-notifications.md): Learn more about the emails Legatics sends you
- [Admin system email notifications](https://knowledge.legatics.com/en/articles/11468765-admin-system-email-notifications.md): Learn about the emails the admin system sends you

## Contacting support

- [How to contact our support team](https://knowledge.legatics.com/en/articles/5859850-how-to-contact-our-support-team.md): Learn how to reach the Legatics support team for assistance with technical issues, inquiries, and guidance
- [What to include in error support requests](https://knowledge.legatics.com/en/articles/10256028-what-to-include-in-error-support-requests.md): Learn what information to include in your error support requests to help our team resolve your issue quickly and effectively
- [Understanding our support process](https://knowledge.legatics.com/en/articles/10256359-understanding-our-support-process.md): Understand how the support team handles your requests, from initial triage to resolution, ensuring a clear and efficient process
- [Advanced diagnosis](https://knowledge.legatics.com/en/articles/10257125-advanced-diagnosis.md): How to provide us with advanced support information for trouble shooting
- [Not receiving Legatics emails](https://knowledge.legatics.com/en/articles/10253697-not-receiving-legatics-emails.md): A step-by-step guide to resolving common issues with email notifications in Legatics
- [I can't create an account, log in or access Legatics](https://knowledge.legatics.com/en/articles/10282967-i-can-t-create-an-account-log-in-or-access-legatics.md): Resolve issues accessing Legatics, including forgotten passwords, incorrect URLs, and two-factor authentication problems
- [Why can't I view or access my matter?](https://knowledge.legatics.com/en/articles/10282968-why-can-t-i-view-or-access-my-matter.md): Find solutions to issues preventing you from viewing or accessing your matters, including permissions and instance access
- [I can’t see something in my matter or take action](https://knowledge.legatics.com/en/articles/10282970-i-can-t-see-something-in-my-matter-or-take-action.md): Troubleshoot issues where you can’t see parts of a matter or take expected actions
- [Platform is performing slowly or actions aren't working](https://knowledge.legatics.com/en/articles/10282971-platform-is-performing-slowly-or-actions-aren-t-working.md): Address performance issues, including slow loading times or unresponsive pages, and get tips for improving platform performance
- [What happened to Legatics 1?](https://knowledge.legatics.com/en/articles/10301576-what-happened-to-legatics-1.md): Understand why Legatics 1 is no longer accessible and what to do next

## Releases

- [Legatics releases](https://knowledge.legatics.com/en/articles/8662593-legatics-releases.md): Explore the complete release history of Legatics
- [Administration system releases](https://knowledge.legatics.com/en/articles/8609089-administration-system-releases.md): Explore the complete release history of the Administration System
- [Scheduled downtime](https://knowledge.legatics.com/en/articles/9595533-scheduled-downtime.md): Learn when Legatics will be unavailable