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 File Sharing tab in My Profile page is designed to help you managing the list of people with who you are sharing your files and their access rights.
When sharing your files, you can grant different access rights to the people who will work with you on your files. The different permissions are:
¢ | Access files: This permission allows the person with who you are going to share your files to access all your files and modify them. |
¢ | Accept files: This permission allows the person with who you are going to share your files to accept or refuse a new file. |
¢ | Access discharge: This permission allows the person with who you are going to share your files to access Discharge Solution. |
¢ | Access Assyst Payment: This permission allows the person with who you are going to share your files to access Assyst Payment Solution. |
¢ | Update profiles (for legal assistants only): This permission allows the legal assistant with who you are going to share your files to update your own profile. |
Depending on the mix of permissions, the legal assistants or notaries 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, he is informed via e-mail that you have given him access to your files.
A maximum of 50 legal assistants or legal counsels can be associated to your profile.
Sharing Files with Legal Assistants
Sharing Files with Legal Counsels
Removing Sharing Files
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