A File in PEXA refers to a document or image that can be uploaded shared with selected participants in a PEXA workspace, or (where applicable), attached to a document in the Workspace.
The type of file that can be uploaded and/or attached into a PEXA workspace will depend on the jurisdiction in which you are transacting, as well as the document type you are preparing. Refer to the article of the document you are creating in PEXA for further information.
The Files screen in your Workspace lets you:
View files you have uploaded or files that have been shared with you by other participants.
Delete files that you have uploaded.
Attach a file to a document in your lodgement case to be lodged to the Land Registry (only if applicable to the documents you are preparing).
Understanding the Files tab
The Upload File button lets you upload a file into the Workspace and share the documents with other participants and/or attach the file to a documents.
The Files table lists all files that have been uploaded; this includes those uploaded by your organisation as well as those that other participants have uploaded. A file is accessible when the action cog beside a file is not greyed out.
The table will outline:
File name - The name of the file, as uploaded by the user.
File Description - The description of the file which specifies the type or category of the file.
Uploaded By - The Subscriber role that has uploaded the file.
Uploaded Date - The date and time that the file was uploaded.
Shared With - Lists the Subscribers who have permission to view this document (Note: The Subscriber role who uploaded the file will have permission to view the file but will not be listed here).
Notes - Free text notes added by the Subscriber who uploaded the file. Note: This content is visible to all participants in the Workspace.
Action - This is disabled if the logged on user is not in a Subscriber role who 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.