on 02-08-2017 03:52 PM
on 02-08-2017 03:52 PM
The conversation posts in PEXA do not contain signatures similar to that for email correspondences.
The PEXA conversation will become part of the correspondence record on the client file.
For Victorian Legal Practitioners claiming coverage under the Professional Standards scheme all correspondences must have the phrase 'Liability Limited by a scheme approved under Professional Standards Legislation".
Instead of typing this phrase each conversation, I suggest that a signature be created that attaches to each post.
on 10-08-2017 10:46 AM
on 10-08-2017 10:46 AM
Hi @Tristram
Thanks for your suggestion.
The option of applying a signature for each conversation in PEXA is not something we have considered up to this point. That being said, we are looking into ways to improve the conversation tool, including some options around applying templates and defaulting conversation text based on some consistent types of messages. This is still in investigation, and I will include your note around signatures into this piece of work.
Please keep the feedback and suggestions coming through. We very much appreciate your assistance.
Thanks
Brett