Intelligent management
Practical guides and Legale features to create, sign and manage documents without paper.
20 articlesSending to a notary with Legaliza: notary details and protected documents
How sending documents to a notary with Legaliza works: the required note for the notary office and why documents in process can’t be deleted.
Read article →WhatsApp signature: how to send documents for signature from Legale
Step by step to send documents for signature via WhatsApp with Legale, bulk sending with CSV, signature history and recorded evidence.
Read article →How to verify a signed document: in Legale and in your PDF reader
How to check a document’s verification in Legale, and what to do when Adobe shows “validity unknown” for an advanced electronic signature.
Read article →Cloud advanced electronic signature: how to get it and use it in Legale
Requirements, ClaveÚnica enrollment, verification transfer and PIN to use the cloud advanced electronic signature (FEA) in Legale.
Read article →Watermarks, images and attachments in Legale smart documents
How to add watermarks, logos, conditional images, photos and file attachments to Legale smart documents.
Read article →Conditional rules in Legale: signing workflows and notifications based on your data
How to use conditional rules to decide who signs, which steps run and when each notification is sent, based on form and CSV data.
Read article →AI in smart documents: draft and improve contracts in Legale
How to draft contracts from an instruction and improve, summarize, simplify or translate clauses with AI in Legale smart documents.
Read article →Legale and Power BI: analyze your document data
Connect Legale with Microsoft Power BI to see your documents’ status, approval times and team activity in a single dashboard.
Read article →Single sign-on (SSO) with Microsoft Entra ID in Legale
How Legale SSO with Microsoft Entra ID works: sign-in flow, delegated permissions and technical details for your IT team.
Read article →Legale AI Assistant: in-app help, even from error messages
How to open the AI Assistant from “Need help?” or from an error message, what to ask it and when to contact the support…
Read article →Users in Legale: how to create, edit, deactivate and delete accounts
How to manage your Legale account’s users: create, edit, deactivate or reactivate according to your plan’s seats, and delete users.
Read article →Data to API in Legale: send your CSV data to other systems with rules and alarms
How Data to API works in CSV automations: conditional rules with connectors, output value, operators and alarms with dates from the CSV.
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