In Altis you can create a letter or a document using existing templates. To create a letter or document select the appropriate icon on the top of the page or from the tools menu on the left. Creating a document: Once you have selected the create new document icon, a new window will open, this is the part where you … Read More
Yes you can add your own templates and styles for Altis to pre-populate with the correct information however only Key Account Holders and Administrators are able to update these templates as the templates are accessed by the whole firm. If you are the Key Account holder or Administrator, you can do this from the Configuration page on your toolbar on … 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
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: email@example.com. For example I log into Altis using the email address firstname.lastname@example.org, therefore my Altis email address would be email@example.com. If you need some help working out your unique Altis email address, please don’t … Read More
You cannot delete a document, however you can upload a new version of the document.