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
What is the ‘Secure Area’ lock for on my Personal Details Vault?
This is an important safety feature of ESPC Legal. ESPC Legal already has a very high level of security, however we are aware that some information relating to your client will be particularly sensitive, to accommodate this, we have added an additional layer of security to one of our widgets on the transaction page. The area which offers an additional … Read More
What are the ways in which I can log Communications?
There a few different ways in which the Digital File widget can be updated to store your correspondence. The first, and most intuitive way, is for your email to push through a copy of the emails you receive regarding ESPC Legal, directly into your ESPC Legal inbox. This requires your IT provider to alter a few of the settings within … Read More
What is the Digital File?
The Digital File widget displays emails and other correspondence to or from any contact. Emails sent from ESPC Legal will populate this widget and appear as a sent email. Emails you send and receive in your MS Outlook account that have “#espclegal-ref number” in the subject header will also be placed in this widget. Please ensure your systems have been … Read More