The Transaction Lenders widget allows you to record details of the lender(s) involved in the transaction. It outlines the: name of the lender(s) account number of the transaction; and address if it is provided. This information is used in the auto-population of your documents within ESPC Legal.
My contact has duplicated on the system. Can I delete a contact?
You are not able to permanently delete a duplicated contact however you are able to archive a contact so that it no longer appears on the contact screen. This also means if you require the contact again it can be easily retrieved. Please be aware that ‘Contacts’ in ESPC Legal are ‘Contact Groups’ rather than individual contacts. Example:
What is the Personal Details Vault?
The Personal Details Vault is a widget that is designed to house all of your client’s personal documents. It has an additional layer of security so as to provide extra protection for the sensitive information within, and to remind you that this information is never shared with the other side. The widget will lock itself down after 5 minutes. Open … Read More
Can I add a contact to the contacts page without having transacted with them on ESPC Legal?
Yes, please do! The contacts page acts as a CRM system for your customers and you are welcome to use it as such. You can add contact notes, add lender details and documents to their Personal Details Vault. Please be aware that ‘Contacts’ in ESPC Legal are ‘Contact Groups’ rather than individual contacts. Example: If you simply added Leigh Smith … Read More
How do I make a note?
To make a note in the Notepad widget, 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 … Read More