Community home
Menu
  • PEXA Certified Expand

    PEXA Certified

    This program will give you an introduction to PEXA, how it works and how it can help you transform your business processes.

    Discover More
    • Getting Business Ready
    • System Set Up
    • Transacting in PEXA
  • Help Centre Expand

    Help Centre

    Here you’ll find more than 230 help articles and videos to assist you.

    Discover More
    • Help Articles
    • Help Videos/PEXA TV
    • PEXA Interactive Demos
    • FAQs
    • Ask a Question
    • PEXA Certified
  • Ask a Question
  • Share your Experience
  • Raise an Idea
  • Blogs Expand

    Read the latest in our blogs.

    Keep up to date with the latest PEXA product releases, and read up on the property blog.

    Discover more
    • Community Blog
    • The Property Blog
    • Security Updates
    • PEXA Product Releases
    • Announcements | Outages etc
    • The Bank Blog
    • Workspaces
      Community
      Register
      Log in
    Apps menu
  • Register / Login

Community Home
Register / Login

saving conversations within PEXA

cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
  • Community
  • :
  • Join the Discussion
  • :
  • Ideas and Suggestions
  • :
  • Re: saving conversations within PEXA

saving conversations within PEXA

SOLVED
Go to solution
Reply
Topic Options
  • Subscribe to RSS Feed
  • Mark Topic as New
  • Mark Topic as Read
  • Float this Topic for Current User
  • Bookmark
  • Subscribe
  • Printer Friendly Page
  • All forum topics
  • Previous Topic
  • Next Topic
Lyndal
Lyndal
New Contributor
  • Mark as New
  • Bookmark
  • Subscribe
  • Subscribe to RSS Feed
  • Highlight
  • Print
  • Email to a Friend
  • Report Inappropriate Content

on ‎20-12-2016 12:47 AM

on ‎20-12-2016 12:47 AM

saving conversations within PEXA

Hi all,

 

Is there any way of saving the conversations in PEXA back into a doc management system to be part of the file record?  I understand PEXA keep the transaction records for some time, but it would be handy to have all communication in one place in the event of audit/file review/taxing/litigation etc.

Solved! Go to Solution.

Category:
  • Document Preparation
  • Tags:
  • conversations
  • Sponsor Integration
1 Like
Reply
  • All forum topics
  • Previous Topic
  • Next Topic
1 ACCEPTED SOLUTION

Accepted Solutions
Highlighted
EmilyBilling
Community Manager EmilyBilling Community Manager
Community Manager
  • Mark as New
  • Bookmark
  • Subscribe
  • Subscribe to RSS Feed
  • Highlight
  • Print
  • Email to a Friend
  • Report Inappropriate Content

on ‎23-05-2017 03:41 PM

on ‎23-05-2017 03:41 PM

Solution

Re: saving conversations within PEXA

Thanks @SHusselmann and @Lyndal for your feedback on the Conversations tool. At this time we don’t have any plans to include a save to PDF functionality for conversations. However I'll share any other plans for future enhancements of the conversations tool as they appear. 

Thanks, Emily 

 

View solution in original post

1 Like
Reply
3 REPLIES 3
BrettCS
BrettCS Star Employee
Star Employee
  • Mark as New
  • Bookmark
  • Subscribe
  • Subscribe to RSS Feed
  • Highlight
  • Print
  • Email to a Friend
  • Report Inappropriate Content

on ‎20-12-2016 09:17 AM

on ‎20-12-2016 09:17 AM

Re: saving conversations within PEXA

Hi @Lyndal,

 

Currently, you are correct, all conversations are saved in the completed workspace, within the PEXA System.

 

If you're using Google Chrome browser, you can print the conversation to PDF and save it to your doc management system. However, this solution can be streamlined. As you have described, it would be good to be able to simply save all conversations into one place for audit purposes.

 

We have some work planned to improve conversations in the coming year, 2017. Part of that work involves some conversation reporting enhancements. I'll definitely add your recommendation to our list to review. 

 

Please let us know if you have any further feedback or comments.

 

Thanks,

Brett

 

0 Likes
Reply
SHusselmann
SHusselmann
New Contributor
  • Mark as New
  • Bookmark
  • Subscribe
  • Subscribe to RSS Feed
  • Highlight
  • Print
  • Email to a Friend
  • Report Inappropriate Content

on ‎18-05-2017 10:04 AM

on ‎18-05-2017 10:04 AM

Re: saving conversations within PEXA

Hi,

 

Is an update available re. improvements to the Conversation Tool? Is anything in the pipeline this year?

It would be very useful to be able to bulk print to PDF either by simply printing all conversations to one file or having a Ctrl + click option to select the threads you want to print. 

 

Many Thanks

1 Like
Reply
Highlighted
EmilyBilling
Community Manager EmilyBilling Community Manager
Community Manager
  • Mark as New
  • Bookmark
  • Subscribe
  • Subscribe to RSS Feed
  • Highlight
  • Print
  • Email to a Friend
  • Report Inappropriate Content

on ‎23-05-2017 03:41 PM

on ‎23-05-2017 03:41 PM

Solution

Re: saving conversations within PEXA

Thanks @SHusselmann and @Lyndal for your feedback on the Conversations tool. At this time we don’t have any plans to include a save to PDF functionality for conversations. However I'll share any other plans for future enhancements of the conversations tool as they appear. 

Thanks, Emily 

 

View solution in original post

1 Like
Reply
PEXA

|

Facebook Twitter LinkedIn
  • Support
  • Privacy Policy
  • Terms of Service