What is the Documents widget?

The Documents widget is where the firm can store documents relating to the prospect and share with the other side (If they are using ESPC Legal). Reduced document types (icons) set When you initially create a case in ESPC Legal you are provided a ‘cut-down’ list of document types (colloquially called icons) until you add: Date of Entry Agreed Price … Read More

How do I create a new letter or document?

To create a letter or document in ESPC Legal select the appropriate icon at 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 pop-up. Select a document template from the list of documents you wish to create. Once you have … Read More

How do QR codes work in ESPC Legal?

Scanning continues to be a pain point for firms using ESPC Legal (or any digital conveyancing platform for that matter). To help simplify the process, we have added QR codes to each transaction which will allow users to scan documents directly into the correct transaction without needing to know the ESPC Legal ID. It will also allow users to scan … Read More

Can I upload my own templates to the document and letter styles?

Yes you can add your own templates and styles for ESPC Legal to pre-populate with the correct information. However, only Administrators are able to update these templates as they are available to the whole firm. For training on how to add your own templates please contact ESPC to arrange a session. Use the steps below as an aide memoire. Remember … Read More

How do I scan a document into ESPC Legal?

Scanning a document into ESPC Legal is the best way to get a paper document into the system. To do this you will need to have a scanner that is able to scan to email. Go to your scanner and get your document ready, in the ‘To’ field add in the following email address: scans@scans.espclegal.com In the subject line of … Read More

How do I send an email to a specific ESPC Legal transaction?

By sending an email with the subject line including #espclegal followed by the transaction reference number (e.g #espclegal-1234), your message and attachments will automatically appear in the Digital File widget of the relevant transaction. You can drag and drop the attachments to the Sorting Office widget to await checking before moving the document to the relevant Document widget or Personal … Read More

How do I upload a document to ESPC Legal?

You can upload a document into the: Documents widget Personal Details Vault widget Sorting Office widget Uploading directly to the Documents widget The first way is to click on the icon of the document icon type you wish to upload in the Documents widget. In this example the land certificate. A pop-up box will appear that says ‘Upload Doc’, choose … Read More

Can I delete a document?

You cannot delete a document from the Documents widget, however you can upload a new version of the document.

Restore a document type (Icon) back into the Document widget?

If you drag an icon out of the Documents widget, it will remove the icon from the section and notify the Other Side if they are using ESPC Legal platform. If you did this by accident, or realise you do actually need to provide that specific document, fear not, you CAN get it back. At the top right hand corner … Read More

What is a Private Document?

A private document is one that isn’t shared with the other side unless you specify that it is a shared document. It is perhaps a letter regarding the document or other relevant documents that are not necessarily officially required, these can be private or not, depending on your selection.