Sharing Your Files (Legal counsels only)

As a lawyer/notary, you can share your files in Assyst Real Estate with people in your staff (your legal assistants) or even with other lawyers/notaries. The Sharing tab in Settings and profile section is designed to help you to manage the list of people with who you are sharing your files and their access rights.

  The Access Assyst Payment option is available for Quebec files only.

When sharing your files, you can grant different access rights to the people who will work with you on your files. The different types of access are:

•Access files:  this access allows the person with who you are going to share your files to access all your files and modify them.

•Accept files: this access allows the person with who you are going to share your files to accept or refuse a new file.

•Update profiles (for legal assistants only): this access allows the legal assistant with who you are going to share your files to update your own profile.

•Access discharge: this access allows the person with who you are going to share your files to access Discharge Solution.

Depending on the mix of permissions, the legal assistants or legal counsel with who you are sharing your files will only see:

•your new files (Accept files permission only), or  

•all your files (Access files permission).

When you grant access to your files to a legal assistant or to another legal counsel, they are informed via e-mail that you have given them access to your files.

   A maximum of 50 legal assistants or legal counsels can be associated to your profile.