Case of Uses
Conflict of Interest Document
Last Updated: Octubre 28, 2026A Conflict of Interest document is a document where a person declares whether they have personal, family, or financial interests that could influence their decisions within a company or organization. This document is signed to create a formal record of the declaration, ensuring transparency and compliance with the organization’s internal policies. Using Smart Documents, CSV automation, and conditional workflows, companies can automatically generate, send, and manage these declarations in a structured and scalable way. Document Creation The first step is to create the document in the “Smart Documents” menu. Within this menu, the document can be built using conditional rules or dropdown lists, allowing the document to display exactly the information required for that specific case. Example: Conditional rules Dropdown lists CSV Automation The second step is to create the CSV automation, which allows this document to be sent in bulk or individually, depending on how you need to manage it. To configure it: Menu → Automation → CSV Within this section you will find the option to import a CSV file. The CSV file can be uploaded from your computer or from a Legale folder. Configuration & Smart Document Association In this step you must activate the option: “Would you like to create a form to collect information to generate a document?” This allows the employee to complete a form previously created, where they can answer whether they have a conflict of interest or not. After that: Assign the Email column from the CSV file Click “Assign headers automatically” Always remember to save the changes in the bottom-right section. Documents can also be saved based on the variables defined in the Smart Document. Workflow In this section you can create the approval or signature workflow you need. There is no limit on the number of signers or rules. Because this is a Conflict of Interest document, the workflow can change depending on the employee’s response. For example: If the employee answers “Yes”, the workflow may include: General Manager signature HR Manager signature If the employee answers “No”, the workflow may include: Employee signature Direct supervisor or manager signature Result Regardless of the employee’s response, the system generates the same Conflict of Interest document previously configured in Smart Documents. The difference is that the signature workflow changes depending on the employee’s answer. If the answer is No, a short signature workflow is triggered (for example: Employee and Direct Supervisor). If the answer is Yes, a more advanced workflow is triggered, which may include additional approvers such as the General Manager or HR Manager, and may also request additional information about the conflict. This ensures that the document is always generated consistently, while automatically applying the appropriate approval and signature workflow.
Offer Letter
Last Updated: Octubre 28, 2026An Offer Letter is a formal document used to present a job offer to a candidate. This guide will show you how to generate an Offer Letter using smart documents and forms through seven simple steps. Let’s get started! Create the Smart Document Start by creating the smart document for the Offer Letter. Use variables like Name, Lastname, Position, Rut, Start Date, and Salary Base that will be filled in later. Example variables used in the document: Name Lastname Position Rut Start date Salary Base Access the Forms Section Once you have your smart document, navigate to the Forms section. This is where you’ll manage and create forms. Create the Form Set up a form linked to your Offer Letter document. Define the expiration date, email notifications, folder structure, and form fields. Configure Folder Structure Organize your Offer Letters by setting up a smart folder structure. Automatically store generated documents in specific folders. Share the Form Once the form is ready, share it with the candidate via email or a shareable link, allowing them to fill it out with their info. Via email, share directly with candidate. Via a form URL, copy the link to send. Start Generating Offer Letters Today!