Community home
Menu
  • PEXA Certified Expand

    PEXA Certified

    This program will give you an introduction to PEXA, how it works and how it can help you transform your business processes.

    Discover More
    • Getting Business Ready
    • System Set Up
    • Transacting in PEXA
  • Help Centre Expand

    Help Centre

    Here you’ll find more than 230 help articles and videos to assist you.

    Discover More
    • Help Articles
    • Help Videos/PEXA TV
    • PEXA Interactive Demos
    • FAQs
    • Ask a Question
    • PEXA Certified
  • Ask a Question
  • Share your Experience
  • Raise an Idea
  • Blogs Expand

    Read the latest in our blogs.

    Keep up to date with the latest PEXA product releases, and read up on the property blog.

    Discover more
    • Community Blog
    • The Property Blog
    • Security Updates
    • PEXA Product Releases
    • Announcements | Outages etc
    • The Bank Blog
    • Workspaces
      Community
      Register
      Log in
    Apps menu
  • Register / Login

Community Home
Register / Login

CLONING OF WORKSPACES

cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
  • Community
  • :
  • Join the Discussion
  • :
  • Ask a question
  • :
  • CLONING OF WORKSPACES

CLONING OF WORKSPACES

SOLVED
Go to solution
Reply
Topic Options
  • Subscribe to RSS Feed
  • Mark Topic as New
  • Mark Topic as Read
  • Float this Topic for Current User
  • Bookmark
  • Subscribe
  • Printer Friendly Page
  • All forum topics
  • Previous Topic
  • Next Topic
catemccubbincomau
catemccubbincomau
Contributor
  • Mark as New
  • Bookmark
  • Subscribe
  • Subscribe to RSS Feed
  • Highlight
  • Print
  • Email to a Friend
  • Report Inappropriate Content

on ‎03-07-2018 10:15 AM

on ‎03-07-2018 10:15 AM

CLONING OF WORKSPACES

When I act for a developer who has a plan of subdivision with many lots, all with individual contracts, is it possible to "clone" workspace so that the information which will be common to all workspaces does not have to be entered multiple times.   Please do not tell me that the participants etc. will be different in each workspace, I am well aware of that and it is only the information which will be common to which I am referring.   Duties on line does allow the cloning of forms and I thought PEXA may have something similar available?

Solved! Go to Solution.

0 Likes
Reply
  • All forum topics
  • Previous Topic
  • Next Topic
1 ACCEPTED SOLUTION

Accepted Solutions
Josh
Josh Star Employee
Star Employee
  • Mark as New
  • Bookmark
  • Subscribe
  • Subscribe to RSS Feed
  • Highlight
  • Print
  • Email to a Friend
  • Report Inappropriate Content

on ‎03-07-2018 11:09 AM

on ‎03-07-2018 11:09 AM

Solution

Re: CLONING OF WORKSPACES

Thank you for your enquiry. We often hear the re keying of data can be a challenging aspect when using PEXA for a large sub-division. We do have the PEXA Projects Solution which provides the ability to bulk create all your workspaces by uploading a spreadsheet. This can then pre populate a lot of the PEXA information including Proprietor on Title,  purchaser' details, gross consideration amount, purchasers representatives' etc. You can then send the invites out with one click.

This can provide efficiencies because you don't have to manually create the workspaces and send the invitation. Significant time savings.

Please feel free to contact me on josh.radford@pexa.com.au if you would like further information.

View solution in original post

2 Likes
Reply
2 REPLIES 2
Josh
Josh Star Employee
Star Employee
  • Mark as New
  • Bookmark
  • Subscribe
  • Subscribe to RSS Feed
  • Highlight
  • Print
  • Email to a Friend
  • Report Inappropriate Content

on ‎03-07-2018 11:09 AM

on ‎03-07-2018 11:09 AM

Solution

Re: CLONING OF WORKSPACES

Thank you for your enquiry. We often hear the re keying of data can be a challenging aspect when using PEXA for a large sub-division. We do have the PEXA Projects Solution which provides the ability to bulk create all your workspaces by uploading a spreadsheet. This can then pre populate a lot of the PEXA information including Proprietor on Title,  purchaser' details, gross consideration amount, purchasers representatives' etc. You can then send the invites out with one click.

This can provide efficiencies because you don't have to manually create the workspaces and send the invitation. Significant time savings.

Please feel free to contact me on josh.radford@pexa.com.au if you would like further information.

View solution in original post

2 Likes
Reply
Katelyn524
Katelyn524
Occasional Contributor
  • Mark as New
  • Bookmark
  • Subscribe
  • Subscribe to RSS Feed
  • Highlight
  • Print
  • Email to a Friend
  • Report Inappropriate Content

on ‎03-07-2018 06:42 PM

on ‎03-07-2018 06:42 PM

Re: CLONING OF WORKSPACES

Hi @catemccubbincomau,

 

We use PEXA Projects to do exactly that so I'd definitely recommend getting in touch with @Josh about it.

0 Likes
Reply
PEXA

|

Facebook Twitter LinkedIn
  • Support
  • Privacy Policy
  • Terms of Service