Change request - getting PDF copies of priority notices and lodgement details

[stevenmorgan]

When we use PEXA to lodge a priority notice only (no financial settlement) we need to obtain a copy of the lodged priority notice and a copy of the lodgement details.

At the moment, we click on the gears beside the priority notice, and View, and then in our browser right click to print (to Adobe PDF).  It would help if you could eliminate a few of those steps and when we click on the gears there could be a “View as PDF” function.

To get the lodgement details, we click on the arrow to the left of the document type and that reveals lodgement details.  The only way we can get a copy of that is to take a screen dump.  It would help if when we click on the gears beside the priority notice if the “View as PDF” function proposed above also included as a second page the lodgement details.

[BrettCS]

Hello @stevenmorgan

Yes, I agree.

Originally, our intent was to not include printing to PDF on these type of documents, as the content would be available within the workspace, even once it was completed, via the View option.

Regardless, we are very keen to improve the experience around reports and produce PDF files like you have described. We've heard that this type of functionality would be very beneficial, especially for record keeping. We will review the ability to produce PDF reports for documents via the Documents screen, as well as PDF reports across the entire completed workspace.

Thanks heaps for this feedback, it is inline with what we have heard from a number of our subscribers. We'll keep you updated on our progress.

Thanks again,

Brett

[SoniaC]

Hi BrettCS,

Any update on printing documents to PDF yet?

Thanks,

Sonia