12. Automation – legale.io

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- - - Security
    - ISO 27.001
      
      Ethical Hacking
      
      SOC 1, SOC 2
  - - Chilean Labor Department
    - ORD. No3122 (Employment contracts and annexes)
      
      ORD. No4964 (Labor settlements)
      
      ORD. No2190 (Prevention talks)
      
      ORD. No4963 (Paper support digitization)
  - - Digital Signature
    - ISO 9001-2015 | CISQ : CSQA | IQNET
      
      Advanced electronic signature (Chile - Peru)
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Legale.io in details

63

1. Dashboard
- Understanding the dashboard
2. My documents
3. My Tickets
- My Tickets
4. Contacts
5. Users
6. Devices
7. Certificate
- Manage cloud certificate
8. Notifications
- Review your notifications options
- Set notifications alarms for your documents
9. Workflow
10. Integration
- Managing external integrations
11. Smart document
12. Automation
13. Settings
- Manage your signature settings
- Manage your security settings
14. Compliance
- Manage your compliance reports
15. Header

Explanation of Intelligent Document Field Configuration

7

Introduction to Field Management
- Overview of Field Functions
Field Types and Configuration

Advanced remote signature

7

Replacement of the FEA Question Challenge
Why does Adobe say my signature is ‘unknown’ or invalid?
FEA Cloud Enrollment ( Only chile )
Use and processing of geolocation data in Legale.io
Legale.io and E-Sign: Strategic alliance to strengthen advanced electronic signatures in Chile
Terms and conditions for advanced remote signature (Only Chile)
Remote advanced signature workflow and signing process

Security

3

Security Policy
Ethical Hacking & Monitoring
ISO/IEC 27001 – Our commitment to security

Ejemplo SFTP

1

Ejemplo de como hacer un sitio SFTP con documentos que se borren automáticamente despues de haber sido descargados

Training for developers

1

Advanced software development with legale.io API

Certificate

1

Legale.io – E-Signature validity, trust model & compliance

User Training

1

Advanced document management and electronic signature

Support

4

Cloudia Support Chat
Service Level Agreement (SLA)
Cómo completar los campos Excel para “Registro” de contratos Robot Dirección del trabajo. (R.E.L.)
Soporte técnico RPA, Automatización Robótica de Procesos, Portal D.T. carga R.E.L.

Download

1

Instructions for Using the Legale Sign Token

Backup

2

Backing up documents from Legale.io to an external repository using Legale.io APIs
Documents to SharePoint backup via Power Automate

Manage Legale.io in 10 Capsules

10

Capsule 1: Introduction to Legale.io
Capsule 2: Uploading Documents to Legale.io
Capsule 3: Creating and Sending a Document for Signature
Capsule 4: Creating a Signature Workflow
Capsule 5: User and Role Management
Capsule 6: Notifications and Alerts
Capsule 7: Process Automation
Capsule 8: Signature Verification and Audit Trail
Capsule 9: Statistics and Reports
Capsule 10: Tips and Best Practices

Digital cetificate

1

Certificados electrónicos y firma laboral autorizada en Chile para Despapeliza

Signature Methods

1

WhatsApp Signature
- Send a Document for Signature via WhatsApp

Case of Uses

2

Conflict of Interest Document
Offer Letter

Incident history

1

Degradación transitoria de servicio en ambiente de producción – app.legale.io

Finances

3

Creation and approval of suppliers, materials, and assets
Management of expenses, reimbursements and travel
Transform your financial operations

Sales and contracts

4

Compliance with the Article 54 bis regulation
Certificates for delivery and return of cargo modules and machinery
Vendor accreditation and selection
Sales and contract management with traceability and automation

Human Resources

7

Distribution of personal protective equipment, satisfaction surveys, and agriculture‑specific processes
Policies on conflicts of interest and other forms (leave requests, shift changes, certificates)
Offer letters and hiring / offboarding documentation
Automation of the electronic labor registry (REL)
Digital management of employment‑related documents
Severance settlement payment notice (finiquito)
Variable salary and tax calculations: automate approvals, not payroll

Legal department

3

Notary services and document validation
Non‑Disclosure Agreements (NDAs), Compliance documents and security logs
Digital management of legal and fiscal matters

Operations

3

Laboratory sample collection and other operational processes
Control PPE Distribution, safe work procedures, and risk matrices — in One Audit-Ready Digital Workflow
Document management for risk prevention and workplace safety

New Features

2

Track & Review Edits
Document Management SLA

Date Functionality

1

Change Date Formats in Automation

Single Sign-On (SSO) Integration

1

Microsoft Entra ID SSO Integration

Workflows

1

Workflow Editing

Documents to BUK

1

Send Documents to BUK

Form Engine

1

Using Forms Engine to Assign Variables to Different Recipients

Legale GRC

1

GRC User Manual

AI

4

AI Assistant
AI-Powered contract editing
Smart Documents
AI MCP

Azure Marketplace

1

Legale CLM on Microsoft Marketplace: Trust, Security, and Billing

View Categories

Home
Docs
Legale.io in details
12. Automation

12. Automation

Import CSV to automate bulk document filling
Set the CSV automation configuration
CSV automation extra actions
Update CSV file for automation
Create file name automation
Set the file name automation configuration

Home
AI
Use cases
Features
- - - Security
    - ISO 27.001
      
      Ethical Hacking
      
      SOC 1, SOC 2
  - - Chilean Labor Department
    - ORD. No3122 (Employment contracts and annexes)
      
      ORD. No4964 (Labor settlements)
      
      ORD. No2190 (Prevention talks)
      
      ORD. No4963 (Paper support digitization)
  - - Digital Signature
    - ISO 9001-2015 | CISQ : CSQA | IQNET
      
      Advanced electronic signature (Chile - Peru)
For People
What's New

Experience it for yourself

Make your business faster, simpler and more cost-efficient with electronic agreements.

E-signature
Global compatibility
Our E-signature
Advanced e-signature with PSC
Remote Advanced E-signature
E-signature Connection Engine
Countries we operate in

Notarial Services
Digital notarial authentication
Regional notary routing via geolocation
Advanced electronic signature with notarial support
Validated document archiving for notarial records
Compliance with Chilean Law 19.799 and notarial protocol standards

Developers
Developer center
API documentation
Tutorials
Training course for developers

Support
Support
Get support
Incident history

Research + Development
Discover our R&D project with CORFO

Terms
Terms of use
Privacy policy
Cookies settings

Company
Careers
legal framework

Partners
Strategic alliances
Integrated solutions
Azure Marketplace onboarding

Security
Ethical hacking & monitoring
Security policy
Personal data protection at legale.io
Service level agreement (SLA)
ISO/IEC 27001 – Our commitment to security
Trust center dashboard
issa.org alliance

Contact Us

Our team would love to help you find the perfect fit of products and solutions.

sales@legale.io
administration@legale.io
technical@legale.io

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legale Llc. is a www.despapeliza.io company. 7345 W Sand Lake RD STE 210, OFC 6837, Orlando, FL, USA. All rights reserved legale © 2026

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ScotiabankSmall business alliance Electronic signatures and document management through Legale's alliance with Scotiabank. Review the bank's published benefits, availability and conditions. Click the logo to visit Scotiabank.Tap the logo again to visit Scotiabank.

SantanderBusiness alliance Legale's alliance with Santander Empresas supports digital document management and process automation. See the bank's website for benefits and conditions. Click the logo to visit Santander.Tap the logo again to visit Santander.