Adding Legal Counsels (Legal Assistants only)
Adding Legal Counsels (Legal Assistants only) |
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As a legal assistant, you manage in your profile the list of legal counsels you work for. The Sharing tab in Settings and profile page is designed to help you to add or remove legal counsels. When you add a legal counsel in you profile, the lawyer/notary are informed via Mail that you have requested to share their files. They can then in their profile grant you the appropriate rights to share files, accept files, refuse files, etc, in their name. You can then see the list of their files under their name in your list of files in the main page.
To add a legal counsel 1.Click the Sharing tab in the Settings and profile main page. The Sharing page opens. This page displays two sections Legal assistants and Legal counsels. 2.In the Legal counsels section, click the Add
3.Complete the criteria for your search by selecting the Province and the City (if desired) and by entering the first 2 letters of the Name of the legal counsel you are looking for. The results of the search are displayed in a list. 4.Select the name of the legal counsel you are looking for. Use the scroll bar to move up and down in the list. 5.Click Select to confirm your changes and save the list. The Legal Counsel Search dialog box is closed and the name you selected is automatically added to the list of legal counsels in the Legal Counsels section in the Sharing page. Mail is automatically sent to the lawyer/notary you have added to your list of legal counsels specifying that you have requested to share their files. They will then have to grant you the appropriate permission in their profile. Once a lawyer/notary has granted you the rights to share their files, you can see the list of the files they are responsible for under their name in the list of your files in the Assyst Real Estate main page.
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