How do I send an email to a specific Altis transaction?

By sending an email with the subject line including #altislegal followed by the transaction reference number (e.g #altislegal-1234), your message will automatically appear in the communications log of the relevant transaction. Any attachments will also show in the communications log and you can drag and drop them into the sorting office to await checking, or the relevant document icon if … Read More

What is the ‘Secure Area’ lock for on my Personal Details Vault?

This is an important safety feature of Altis. Altis already has a very high level of security, however we are aware that some information relating to your client will be particularly sensitive, to accommodate this, we have added an additional layer of security to one of our widgets on the transaction page. The area which offers an additional layer of … Read More

An email has been put in the wrong transaction, how do I move it?

To reassign an email from the Communications Widget, check the box that sits in-line with the email. Then click the ‘Move Selected Emails’ button at the bottom of the widget (pictured below), this will open up a box that will ask you to select another transaction to assign the email to, select the correct email and click the ‘Assign’ button. … Read More

What are the ways in which I can log Communications?

There a few different ways in which the Communications widget will receive note of your correspondence. The first, and most intuitive way, is for your email exchange to push through the emails you receive regarding Altis, directly into your Altis inbox. This requires your IT provider to alter a few of the settings within your emails to set your system … Read More

What is the Communications Log?

The Communications Log is is a widget that shows you emails and other correspondence to or from any contact in your emails. Altis will recognise any emails you send and/or receive that relate to Altis and it will place them in this widget. This allows all your correspondence regarding this case to be in one place in the transaction page.