Objective: Maximize the value of Legale.io with key tips.
Steps:
1. Use reusable templates for recurring contracts #
Avoid duplicating work by setting up Smart Documents as base templates. This standardizes your format, reduces errors, and saves time by automating fields like name, ID, or amounts.
2. Assign area-specific workflow owners #
Designate signers or validators by department (e.g., Legal, HR, Operations) to improve control and traceability in signature flows. Use sequential workflows for critical documents.
3. Periodically review users and permissions #
Review access every quarter: check who is active, what permissions they hold, and revoke unused or outdated accounts. Adjust access according to current roles and responsibilities.
4. Security and backup recommendations #
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Enable two-factor authentication (2FA) for critical accounts.
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Back up key documents regularly.
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Ensure all platform connections use encryption (HTTPS).
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Apply the principle of least privilege when assigning roles.
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Enforce password rotation policies and monitor audit logs regularly.
