Rich text formatting in emails

You can use the rich text editor toolbar to format and style the text that appears in emails, such as: Bold, Italicise and Underline text Create numbered lists Create bulleted lists Increase or decrease the start of line position (indent) Create tables – add rows and columns Amend the font colour Note: The rich text editor tool can be used … Read More

How do I send an email on behalf of someone else?

When sending emails from within an Altis transaction you can send them on behalf of someone else. Message recipients will see that the message has been sent on behalf of the other person. Any replies will be sent to the person whom the email was sent on behalf of. If you are using an email template that contains signatures the email will be … Read More

How do I save an email as a draft?

You can save your email as a draft to be completed and sent at a later date. To save a message To save an email as a draft: Within the transaction, select the email icon to create a new email Fill in the required fields Select your template Compose your email Click the save as draft & close button Consequently, your email will be stored … Read More

How do I send an email using Altis?

When on the transaction page on Altis, there are a couple of places where you can find the functionality to send an email. Firstly it is on the toolbar along the top of the page shown as an envelope icon, it is also shown on the Tools tab on the left hand side of the page, within the document icons … Read More

How do I scan a document into Altis?

Scanning a document into Altis is the best way to get a paper document into the system. To do this you will need to have a scanner that is able to scan to email. Go to your scanner and get your document ready, in the ‘To’ field add in the following email address: scans@scans.altislegal.com In the subject line of the … Read More

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

How do I send an email to Altis when I don’t know the reference number?

By sending an email to your Altis email address, your email will automatically appear* in your Altis Inbox. Your Altis email address will follow this formula: username=example.co.uk@ep.altislegal.com. For example I log into Altis using the email address phoebe.bolton@espc.com, therefore my Altis email address would be phoebe.bolton=espc.com@ep.altislegal.com. If you need some help working out your unique Altis email address, please don’t … 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 Digital File widget can be updated to store 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 … Read More