New feature

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 »

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 »

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 »

Description:A new “My Tickets” interface has been developed to align with the current design of the main Tickets module in Legaliza.io.This interface should include the same functional elements available in the main view to ensure a consistent and complete ticket management experience. Required Additions: Solve ticket — allow the user to mark a ticket as …

New “My Tickets” Interface Read More »

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 »

A new feature has been implemented to prevent users from deleting documents that have been sent to the notary. Originally, the requirement included showing a warning notification indicating that the user must request the notary to reject the document instead.After review, the behavior was improved — the Delete button is now hidden when the document …

Restrict Deletion of Documents Sent to the Notary Read More »

A new feature has been implemented that requires users to enter a mandatory description for the notary before completing the notary flow.The text label has been updated to “Detalle para la notaría” for better clarity.This ensures that each process sent to the notary includes a detailed note or context, improving communication, tracking, and document accuracy …

Send a Mandatory Description to the Notary at the End of the Notary Flow Read More »

A new feature has been implemented to improve the user experience when encountering error or warning messages on the platform. Since around 80% of tickets originate from error notifications, this enhancement provides users with alternative, self-service tools through CloudIA, helping them resolve issues faster and reducing unnecessary ticket creation. The update includes: Informative text and …

New CloudIA Call from Error or Warning Messages Read More »

Added a new feature that allows users to add a watermark within the Smart Document settings.Users can now configure and display a custom watermark directly in their Smart Documents, improving branding, security, and document control.

Added a Business Intelligence folder in the API V2 documentation to organize Power BI under a dedicated section.This structure prepares the documentation for future integrations, allowing additional business intelligence methods to be grouped consistently in the same place.