How do I share a document?

Altis gives you the ability to share documents with the other side quickly and easily. To share a document you need to add this to the documents widget (document store). You can add documents to the document store by dragging and dropping the document from the sorting office or desktop to the appropriate document icon. You can also add documents … Read More

Who can see my notepad?

Any user with access to the transaction file from your side will be able to see the notepad attached to this file. The other side will NOT be able to see your notepad. The notepad is essentially just a sticky post-it on top of the case file!

How do I make a note?

To make a note on the notepad, you just need to click on the notepad and begin typing! Then just click the floppy disk icon on the top right and this will save the note. The notepad is just for notes that anyone picking up the case in your absence may need; client’s on holiday, yourself on holiday and when … Read More