on 31-01-2017 05:41 PM
Where the dashboard groups workspaces in to quick access folders (e.g. ready for lodgement, settlements due in 7 days etc), could there be one for settlement date pending? It would be great if this could also somehow differentiate to the User whether it was us or the other participants who were still pending for accepting the date.
This would, for example, make it more manageable to monitor for proposed changes to settlement date.
on 02-02-2017 11:58 AM
Alongside a whole raft of possible improvements, we are definitely looking at improving the Dashboard. Improvements would be focusing on displaying your workspaces in a more visual representation, including charts and visual dashboards, and definitely improving the ways in which you can focus your attention on the correct, high-priority workspaces.
Pending or changes to settlement date and time is definitely something we would like to draw more attention to.
Once we get some possible options for improving the dashboard, I'll be in contact to get your feedback.
on 01-08-2018 01:57 PM
I totally agree that the dashboard needs to be improved in this regard.
As a Banking and Finance paralegal my files need to be certified to my lenders within certain timeframes in order for funds to be sent for settlement.
At the moment an outgoing bank can accept my invitation (sometimes a week earlier) but not accept the settlement date. I don't get any notification if the original settlement date is accepted (only if they propose a new one). Because the dashboard shows the settlement date even if it is pending by other parties I have to go into each individual workspace to see if the dates are still pending or not.
It would be helpful if I could see this info from the dashboard - eg. the date is red until accepted by all parties. Then you can tell at a glace if you need to follow up.