Altis maintains a list of solicitors, conveyancers, legal secretaries and legal administrators. This list contains names and details of Solicitors registered with the Law Society of Scotland. However, Altis does not have a definitive list of all conveyancers, legal secretaries and legal administrators (grouped as conveyancers within the Altis platform). What does this mean? From time-to-time you may need to … Read More
The Selling Agent widget allows users to record who is the selling agent in a particular transaction. This is particularly useful if the selling agent and the selling solicitor are different organisations. This widget can be found on a Sale, Purchase and PIP transaction. To add a selling agent, first click on the link in the title ‘Click here to … Read More
The Your Team widget allows users to add their own firm contacts that will be acting on the transaction. Click on the button titled ‘Add a team member’: Select the User and Role and click on the ‘Save’ button. Your or your colleagues details will be added to the transaction. Multiple contacts can be added and removed. You can add … Read More
Overview Altis for Office is an add-in for Microsoft Office which allows users to easily save documents and emails to conveyancing cases in Altis. The add-in is designed to work on versions of Microsoft Office from 2003 and above, and either 32-bit or 64-bit editions (separate installers are required). 32-bit Office: http://afoupdates.altislegal.com/Install/AltisForOffice-installer-v1.1.7-x86.zip 64-bit Office: http://afoupdates.altislegal.com/Install/AltisForOffice-installer-v1.1.7-x64.zip The plugin is … Read More
You are able to export your summary view of the transaction screen by selecting the following button: Your computer will then either automatically download or automatically open this file, which will look like the following: From there you are able to save, print or send your PDF document as necessary.
The Supporting Deeds widget records the details for any additional deeds required for submission to the Registers of Scotland. These will be pulled in to the Land Registration Application form using the information provided in the widget. To add a supporting deed, first click on the button titled ‘Click here to add a new deed’. Select the deed type, date … Read More
When there is only one client – When there is only one client, you can simply delete the client by selecting the ‘rubbish bin’ icon on the top of the widget. This will also remove all clients if there are multiple clients. When there are multiple clients – To remove a client from your transaction when there are multiple clients, … Read More