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JUL 8, 2025

What happens after reassignment?

The original owner no longer sees the workflow or file in their My Drive. Ownership is fully transferred. 
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JUL 8, 2025

Can I reassign a document and its workflow to another user?

Yes. Use the “Reassign” option, choose the new owner, and confirm. The document will move to their My Drive. 
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JUL 8, 2025

Update CSV file for automation

Updating a CSV in your automation To update the CSV linked to your automation, select the automation from the list and click the Update CSV button (circular arrow icon). This...
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JUL 8, 2025

CSV automation extra actions

Downloading the CSV To retrieve the CSV file utilized in a specific automation, navigate to the Automation > CSV section within the Legale platform. After selecting the relevant automation (e.g.,...
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JUL 8, 2025

Set the CSV automation configuration

Opening the CSV configuration panel After selecting the imported CSV automation entry, clicking the Configuration button opens the settings panel. Linking CSV columns to smart document variables In the configuration...
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