Documents and the Financial Settlement Schedule must be signed in PEXA in order to move to Ready status and commence Lodgement and Settlement. Also note that each Source Financial Line Item that is funded by a trust account will need to be “Authorised” by a user with the signing permission of “Signer – Trust Account Authorisation”.
Find your Workspace
To do this:
The below screen will appear (and will vary slightly state by state).
Before you Sign any documents, please view them to ensure they are correct and that you agree to all certifications relating to that document. Treat digital signatures the same as wet signatures.
The Signing pop up box displays.
Note: Remember that any changes made to the FSS or documents by another party may automatically Unsign it and you will need to re-Sign.
Digital PIN
The certifier must enter their PIN number. Once the maximum number of failed PIN attempts has been reached the user’s signing rights will be removed and subsequently you will receive a notification email message.
A subscriber can require that two signatures are needed when signing documents. If this option has been enabled then a document will not be considered to be approved by a subscriber until two of its certifiers have signed the document.
Digital signatures are used in PEXA for the following processes:
Once all digital signatures required for the document are applied, the status of the document is updated to Approved.
Documents become unsigned when the record of signatures for the document are removed. The document status will revert to either Prepared or In Preparation according to how or why the signature was removed.
System generated un-signing is initiated automatically by PEXA when data in the signed document is changed in the Workspace. For example, if a document is added to the Lodgement Case this new document will be included in the Lodgement Instructions. If the Lodgement instructions were signed then they will be automatically unsigned since the data is the document has changed.
User generated un-signing is initiated when the signer clicks the un-sign button.
The Subscriber users who signed the document will receive notification that the document has become unsigned. The Workspace history log will state that the document has been modified in the Workspace, is unsigned and its status has changed.
How to manually Unsign Documents
There may be times where you are required to manually unsign documents.
To do this:
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