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
What is the ‘Other Side’ widget?
This is a widget that you can update when you know which firm is acting on the other side of the case. If the other side firm is a single branch firm, the widget will default to that branch. If it is a multi-branch firm you must choose the appropriate branch. You can also add the matter reference of the … Read More
What are the ‘Transaction Details’?
This widget allows users to capture outline details of the case. Information such as the matter reference, agreed price, date of entry, etc. These details can be used when ESPC Legal pre-populates documents.
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
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.
How do I conclude the missives using ESPC Legal?
At the top of the transaction screen there is a line of text that reads ‘Missives Concluded?’. If you click on this link, you will see a series of two popups to double check that you are sure you would like to conclude the missives for this transaction. If you are sure, click through these popups and you will have … Read More
What is the ‘traffic light’ system and how does it work?
The traffic light system is a system during which an observation changes colour depending on its status. This allows both sides of the transaction to keep on top of one another’s progress. Once the initial observation has been made, it will appear as a red ‘Action Required’ alert on the other side’s transaction page. Once they have then completed the … Read More
Can I upload my own template to the email styles?
To upload you must be an Administrator. Go to the configuration section, you will see a widget titled ‘Email Styles’, this widget contains all of the email styles available for your firm to use. At the bottom of this widget there is a button that says ‘Click here to add a new style’, select this button and a dialogue box … Read More