How do I amend the conveyancing checklist?

To amend the conveyancing checklist within Altis, you must first go to the Configuration section, located on the menu bar on the left. You will only have access to the configuration section if you are an administrative user. Within this page there are two widgets, one for ‘Sale Checklist Configuration’ and one for ‘Purchase Checklist Configuration’. To amend a task on … Read More

What is the ‘Checklist’?

The checklist is a handy list of conveyancing tasks, designed to help keep you on track with your transaction. Differing for purchasing and selling transactions, these checklists can be customised to suit your firms practices. A task shown in red indicates that the task is overdue, a task in amber is due in the next 7 days, and a task … Read More