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As a legal assistant, you manage in your profile the list of legal counsels you work for. The Legal Counsels tab in My Profile page is designed to help you to add or remove legal counsels and consult their general information.
When you add a legal counsel in you profile, the lawyer/notary is informed via e-mail that you have requested to share his files. He can then in his profile grant you the appropriate rights to share files, accept files, refuse files, etc, in his name. You can then see the list of his files under his name in your list of files in the main page.
 A maximum of 50 legal counsels can be associated in your profile.
| 1. | Click the My Profile button in the top left section of the Assyst Real Estate main page.
This will display the My Profile window. |
| 2. | Click the Legal Counsels tab.
The list of legal counsels you already work for and with who you share files is displayed. |
| 3. | Click the Add link to add a new legal counsel. The Legal Counsel Search dialog box is displayed. |
| 4. | 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. |
| 5. | Click the Search button to perform the search. |
A message is displayed if no record matches your criteria.
If the name of the notary you are looking for is not listed, please contact the TELUS Service Desk.
The results of the search are displayed in a list.
| 6. | Select the name of the legal counsel you are looking for. |
| 7. | Use the scroll bar to move up and down in the list. |
| 8. | The Legal Counsel Search dialog box is closed and the name you selected is automatically added to the list of legal counsels in the My Profile page. |
You can click the name of any legal counsel in your list to display the general information associated with this notary.
| 9. | Click Save to confirm your changes and save the list. |
A mail is automatically sent to the lawyer/notary you have added to your list of legal counsels specifying that you have requested to share his files. He will then have to grant you the appropriate permissions in his profile.
Once a lawyer/notary has granted you the rights to share his files, you can see the list of the files he is responsible for under his name in the list of your files in the Assyst Real Estate main page.
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