Can I upload my own templates to the document styles?

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

How do I upload a document to Altis?

Select the icon of the document type you wish to upload on the transaction page, in this example the land certificate. Once selected, this box will appear on your screen with a button that says ‘Upload Doc’, choose this and browse for the suitable document from your files.     Alternatively you can drag the document you wish to upload from … Read More