Author name: Sebastian Valencia

New API Method – Power BI Endpoint by Document Type

Description:A new API method was added to provide a Power BI–ready endpoint by document type.This method returns all existing Excel fields plus the following additional ones for richer reporting and analytics: Tablet where the document was sent to sign (device or tablet identifier). Stage of the signature in the tablet (current status of the signing …

New API Method – Power BI Endpoint by Document Type Read More »

UI & Text Improvements – Field Configuration, Profile, and Tickets

Description:Several visual and text improvements were applied across different modules: Field Configuration: visual enhancements and improved color contrast for better readability. Profile (Company): corrected a mislabeled field in the Company section. Tickets: changed the field label from “Sujeto” to “Asunto” for consistency with the language interface. Result:Improved visual consistency, color harmony, and text accuracy across …

UI & Text Improvements – Field Configuration, Profile, and Tickets Read More »

Reorder Workflow Steps (Move Up / Move Down) in “File Name – Workflow”

Description:Added the ability to reorder workflow steps within the “File Name” section, allowing users to move steps up or down without deleting and recreating them. Previously, when modifying workflows, users could not change the order of steps — every step had to be deleted and recreated manually.This was inefficient, especially for workflows with many configurations …

Reorder Workflow Steps (Move Up / Move Down) in “File Name – Workflow” Read More »

Bug Fix – “Compare values from” Field Not Persisting Data in Workflow CSV

Description:Fixed an issue where, in the Workflow configuration for CSV, the “Compare values from” field failed to retain its assigned values.After saving, the interface incorrectly displayed “No data”, and the configured values were not visible or stored.This affected rules requiring two comparison values (e.g., range or reference pair). Expected Result: The two configured values now …

Bug Fix – “Compare values from” Field Not Persisting Data in Workflow CSV Read More »

CSV Data to API (Conditional Rules & Connectors)

Description:Add support for multiple conditional rules when configuring fields in CSV → Data to API.Each condition should allow selecting the data source, logic condition, and comparison value, with the ability to combine them using connectors. 1. Functional Additions Add a new section titled “Value comparison from” with two options: Smart Document → displays Variable (Smart …

CSV Data to API (Conditional Rules & Connectors) Read More »

Force Uppercase to Lowercase Conversion (.CSV → .csv)

Description:Some files are generated or uploaded with uppercase extensions (e.g., .CSV), causing Legale to reject them.The system must automatically convert any uppercase or mixed-case extensions to lowercase (.CSV → .csv) in all scenarios — including file generation, upload, and validation. Proposed Solution: Detect files with .CSV or mixed-case extensions (e.g., .Csv, .CsV). Automatically rename the …

Force Uppercase to Lowercase Conversion (.CSV → .csv) Read More »

New Fields and Assignment Rules in “Contacts”

Description:In the “Contacts” section, three new mandatory fields have been added to the contact form: Company Department Assigned User (to assign tickets individually) Additionally, the priority order of the fields has been improved to make the form easier to understand and complete. Behavior: Each user can only see the list of users assigned to them. …

New Fields and Assignment Rules in “Contacts” Read More »

Scroll to Top