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
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
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
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
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
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.