Last updated: 30 January 2020
Overview
A PEXA Conversation is a simple and secure way to communicate with other participants within a Workspace. You can start a conversation to guide other participants in the completion of your transaction or to ask for additional information or assistance.
Conversations Screen

PEXA Conversations functionality allows you to:
- Create a new conversation
- Create a new message in a conversation
- Change a conversation priority
- Invite other participants to join a conversation
- Remove a conversation that has been initiated by your subscriber but has not been replied to
Restrictions
To protect sensitive information, conversations between specific roles in a Workspace are restricted:
- Incoming Proprietor’s representative and Mortgagee on Title, and vice versa, and
- Proprietor on Title’s representative and Incoming Mortgagee, and vice versa.
Steps
Creating a Conversation
- Open your Workspace and select Conversations from the left navigation panel.
- Select New Conversation.
- In the To field select the Participant(s) you wish to add to the conversation.
Note: You can only add participants who are assigned to the selected Workspace.
- In the Subject field type the subject of the conversation e.g. Property visit.
- In the Message field type your message.
- Check the High importance box if the conversation is important.
- Click Send.
Result: The new conversation appears in your Conversation List.
Responding to a Conversation
You can respond to a Conversation directly from the Unread Conversation dashboard.
- Open your Workspace and click Unread Conversations from the left navigation panel.
A list of unread messages displays.
- Select Action cog > Reply on the message you want to respond to.
- Type in your message and then click Send.
Printing or saving a Conversation
If you want to save a copy of the Conversation to file or print it on paper, you can use the browser's 'print' feature.
- Open your Workspace and click Conversations from the left navigation panel.
A list of messages displays in the Conversation List panel.
- Double-click on a Conversation to open it.
- Using your mouse, right-click anywhere on the screen and select Print.
- From here, you can choose to send to printer, or save as a PDF file:
- Send to printer
For Destination, select your printer.
- Save as PDF file
For Destination, select Save as PDF.
- Click Print.