A File in PEXA refers to a document or image that can be uploaded and shared with selected participants of a PEXA workspace.
Files that can be uploaded into a PEXA workspace include:
Body corporate documents
Contract of Sale
Duties Form 62 (VIC)
PPS release Form
Principal Place of Residence Stat Dec
Statement of Adjustments
Note: At this stage, the capability does not allow the sharing of files with Land Registries or State Revenue Offices. The functionality will be expanded later in the year to enable supporting evidence to be linked to documents lodged through PEXA.
The Files screen is where you upload, share, view or remove your files for a selected Workspace.
The Upload File button takes you to the Upload Files screen which allows you to attach your files, set the description of the file and choose which participants to share the file with.
The Files table lists all files that have been uploaded within the workspace. This includes those uploaded by your Subscriber role and those that others have uploaded. Access to view these files depends on whether your Subscriber role has uploaded the file or if the file has been shared with you by another Subscriber.
Description of columns:
The name of the file, as uploaded by the user
The description of the file which specifies the type or category of the file
The Subscriber role that has uploaded the file
The date and time that the file was uploaded
Lists the Subscribers who have access to view this document (note: the Subscriber role who uploaded the file will have access to view the file but will not be listed here)
Free text notes added by the Subscriber who uploaded the file. Note: the contents are visible to all participants of the Workspace
This is disabled if the logged on user is not in a Subscriber role that uploaded the file or has not had the file shared with them. If enabled, you can view the file from here, and remove the files that you have uploaded, as detailed further in the article.
Uploading a new file
Workspace Summary screen
From your Workspace Summary screen, select Files from the left navigation panel. If no files have been uploaded, you are presented with the screen below.
From the Files screen, select Upload File.
Upload Files screen
Click Browse File and select the file you wish to upload from your computer.
Select a File Description which matches the type of file you are uploading
Enter any notes relevant to the document that you would like other participants to see. Note: this is optional
Choose which Subscriber roles you wish to share the file with
No one (no other workspace participants) – Having this share option selected means only users with your Subscriber role will be able to view this file
Selected participants – Having this share option selected allows you to chose which specific Subscriber role you wish to share the document with. This means that only users from those selected Subscriber roles (as well as yours) will be able to view this file
All workspace participants (including those that may join in the future) – Having this share option selected means that this file will be able to be viewed by all Subscriber roles in the workspace
Click Upload to upload the file and include into the Workspace
Note: After clicking Upload, the file will upload from your computer. The length of time to upload will depend on your internet connection speed. Once uploaded, the file will be automatically virus scanned and if no viruses are found, the file will be displayed on the Files screen.
Viewing or Deleting a File
If your Subscriber role has uploaded a file into the Workspace or you have had a file shared with you, you will be allowed to view the file.
To view the file, you can either click on the File Name or select ‘View’ from the action menu.
If your Subscriber role has uploaded a file into the workspace, you will also be able to delete the file. To delete the file, select ‘Remove’ from the action menu.