CSV automation – legale.io

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My documents

4

Difference between static and dynamic folder(*)
Uploading files in a folder(*)
Managing the folders and the files inside(*)
Signing a basic file using workflow (*)

Contacts

3

Editing a contact
Removing a contact
Adding a new contact

Users

2

Creating a new user(*)
Managing the users(*)

Devices

2

Deleting your devices
Connecting your devices

Workflow

3

Creating a new workflow(*)
Adding a signer in the workflow(*)
Choosing the sign method(*)

Smart template

4

Creating a basic template(*)
Adding fields to your template(*)
Preparing your template before filling in(*)
Filling in and signing your template using forms(*)

CSV automation

1

Filling in and signing your template using CSV automation(*)

Security log

1

Viewing your security log

Chat with agents

1

Chatting with agents

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

User Training

1

Advanced document management and electronic signature

Support

4

Guía para crear un ticket en Legale.io
Acuerdo de nivel de servicio (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

Instrucciones para el uso del Legale Sign Token

Profile options

9

Recording your video presentation
Setting up your address
Changing your profile name
Setting up your gender
Setting up your ID
Setting up your position in the company
Setting up your country and phone number
Setting up your profile type
Choosing your avatar

Security

2

Our commitment to security and compliance, ISO 27.001
Setting up your account security

Language

1

Changing the language

Website visual configuration

1

Choosing the website visual mode

Purchase history

1

Reviewing your purchase history

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CSV automation

CSV automation

Filling in and signing your template using CSV automation(*)

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