on 12-04-2019 03:49 PM
It would be a really good idea if when you upload files in the workspace to a particular party (mainly banks or their solicitors) but also to otherside that there was some indication when those files had been opened and been seen by the party that they have been shared with.
It seems that more and more people are now uploading clearance certificates and land tax certificates and even settlement figures in the workspace but then they are not noticed.
Also good on the side of banks so we can see if they have actually seen the documents that have been uploaded.
on 03-05-2019 04:57 PM
I upload most documents that need to be sent to the bank, ie. DOM, SRO settlement statement etc. However, I email them as well because I can not tell if the bank has viewed them in PEXA or not.
It's double handling that doesn't need to happen.
on 18-12-2020 12:22 PM
Agreed! Since emails are no longer secure, trustworthy, nor reliable would like to see a Dashboard shortcut (number indicator -would be nice) to Uploaded Files much like the shortcut to Unread Conversation.
Maybe even an auto-generated Convo to flag -including type and description that this WS (internal reference) has this file uploaded.