Using the Conversations Tool | Help Centre

[EmilyBilling]

Last updated: 30 January 2020

Overview

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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

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Creating a Conversation

1. Open your Workspace and select Conversations from the left navigation panel.
2. Select New Conversation.
3. 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.
4. In the Subject field type the subject of the conversation e.g. Property visit.
5. In the Message field type your message.
6. Check the High importance box if the conversation is important.
7. 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.

1. Open your Workspace and click Unread Conversations from the left navigation panel.

   A list of unread messages displays.

2. Select Action cog > Reply on the message you want to respond to.
3. 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.

1. Open your Workspace and click Conversations from the left navigation panel.

   A list of messages displays in the Conversation List panel.

2. Double-click on a Conversation to open it.
3. Using your mouse, right-click anywhere on the screen and select Print.
4. 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.

5. Click Print.

[JulieKhoo]

Hi Community,

Below, please find the guidelines on responsible use of the conversational tool.

Responsible use of the Conversation Tool

PEXA provides the Conversation Tool for the benefit of all participants in the Workspace and PEXA encourages the appropriate use of the Conversation Tool.

Subscribers should take care to ensure that information entered via the Conversation Tool is only shared with appropriate participants in the Workspace.

PEXA Members are reminded that conversations in the Workspace form part of the permanent record of the electronic transaction. PEXA expects that Workspace participants conduct themselves professionally and with appropriate courtesy. Use of threatening, abusive, offensive or profane language is not appropriate. PEXA reserves the right to refer inappropriate or unprofessional use of the Conversation Tool or other conduct to the relevant members’ industry regulator.

Regards,

Julie

[DMc]

Not sure if a bug, but the recently updated dashboard seems to not reflect the number of unread conversations ATM...

After I received an email confirming that I had 'New conversation message received', but my dashboard did not reflect same.

Yes I hit refresh/reload to double-check

and the Unread Conversations dashboard link still displayed 'No unread conversations...' 

Yes I hit refresh/reload to double-check, here too!

[Clarkee]

We raised the missing counter over the weekend and were advised that it was taken down for performance. We received advice that it will be put back in R8.1.2