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