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

What are the instant notifications that appear on my Altis page?

Stay up to date at every moment with Altis’ instant notification feature. When the Other Side do something on a transaction you are assigned to, you will receive a notification in the top left hand side of your screen. Much like social media, this allows you to immediately respond or react to whatever’s happening in your transaction. The actions you … 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

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 is the Digital File?

The Digital File is widget 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. You can also, drag files from the Sorting Office and add file notes. This allows all your correspondence regarding this … Read More

What happens if the other side are not using Altis?

This is not a problem! Altis will still work for you even if the other side of the transaction are not using it. When you create your transaction, you should select the other side as normal. They will receive an invitation to transact with you which they must respond to so that Altis knows if they are using it or … Read More