In ESPC Legal you are able to archive your unused or completed transactions. Below is a step by step guide of how to archive trasnaction. Step 1: Find and select the archive button on the toolbar at the top right of the transaction or in the drop down on the left-hand side of the screen. Step 2: Head to the … Read More
Can I delete a transaction?
You are not able to permanently delete a transaction but you are able to archive a transaction. There are two ‘buttons’ to archive a transaction. Firstly, on the transaction page, on the menu on the left hand side there is an option titled ‘Tools’. This feature allows you to archive a transaction. This function is also replicated on the toolbar … 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