Overview
Direct instructions (matters less than one million pounds) can be managed on LegalEye. The direct instruction feature allows Barclays users to instruct panel firms, and manage the entire process on the platform.
Creating and managing a direct instruction
To create a Direct Instruction
Click on the direct instruction Menu and click “Create Direct Instruction”
Fill out the form on the direct instruction“Information” page, and Invite members to collaborate with you to complete this
To complete the process, click “Finish”
Managing a direct instruction
Managing direct instruction permissions is critical, to ensure that only selected users have access to confidential direct instruction. Managing permissions can be done by following these steps:
Click on the direct instruction Menu
Click on the specific direct instruction that you want to make changes to
Click on the “Manage” tab and make the edits