on 09-01-2019 02:46 PM
The instructions look great (removal of caveat). The directions state to 'create a new workspace' from the left hand navigation panel. I'm not sure where to find both?!
11-01-2019 11:42 AM - edited 11-01-2019 11:43 AM
This might be helpful for you..
on 06-07-2019 11:42 PM
Ive read about 20 places that you start by creating a workspace; yet NO WHERE have I actually found how I do this.
I must be the only idiot here.
on 08-07-2019 08:47 AM
When you log in to PEXA, the first screen you see should show your recent workspaces and a list on the left side of the screen. At the top of that list in a green box it says "Create a workspace".
Click on that box.
It will take you to a new screen with drop down boxes. Complete those drop down boxes according to the type of workspace you need (i.e incoming proprietor for a purchase transfer) and the details of participants (your client and the vendor), the property address - including title reference, etc. At the end of this screen it will say "Save". Click on the save box and voila, workspace created.
on 08-07-2019 10:57 AM
No sorry it doesn't.
All I get top left are parallel lines, them below that a house. Top right the circular you have message notice.
I signed up, filled in all the requested details, then hours of unclear instructions.
on 08-07-2019 11:02 AM
I might be wrong, but I believe you are looking at the PEXA Community page - not the PEXA workspaces.
Are you a sollicitor/conveyancer transacting through PEXA? Note - being a member of the PEXA community does not allow you to transact on PEXA, to transact on PEXA you must be a solicitor/conveyancer/financial institution, sign up with PEXA, fill out paperwork and have someone from PEXA attend your office to set up your system.