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

Information about Email Setup

This page outlines the information required to allow Altis to send emails on your behalf, and to help to prevent them from going into your recipient’s spam or junk folder, we need you to update your DNS(1) records with some new TXT records. Typically, the instructions below will be sent to your firm’s IT manager to implement the changes: Redirect To … 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

What is my Altis transaction reference number?

Your Altis transaction reference number is the unique reference which is assigned when you create your transaction. It is usually the digits at the end of the full transaction number that you are shown onscreen, in the case of the image below, the number used would be 3143. However these numbers can be shorter or longer than 4 digits.

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