PEXA Projects (POT & MOT) | Release 7.1.0 | 13th July 2020

[Saysa]

PEXA is pleased to present the release of PEXA Projects 7.1.0 (PoT & MoT), scheduled for business go live 13^th July 2020.

New feature: Bulk Withdraw Workspaces (PoT & MoT)

In this release, we are launching the Bulk Withdraw Workspaces feature, available to both Proprietors on Title and Mortgagors on Title.

In just a few clicks, you can now safely and efficiently withdraw from multiple Workspaces that you no longer wish to participate in. After withdrawing from a Workspace, you are removed from the Workspace and can no longer view or edit details within the Workspace. If you'd like to rejoin the Workspace, you'd need to be invited back into the Workspace.

Using Bulk Withdraw Workspaces

1. In your project, navigate to Manage Workspaces > Bulk Withdraw Workspaces from the side navigation panel.
   
   
   
   A list of active Workspaces displays.
   
   
2. Use the checkboxes to select the Workspaces you’d like to withdraw from.
   The number of Workspaces you may select at any one time is limited to the number of entries displayed on the screen.
   Either scroll through the list or refine the Workspaces by using the Search Workspaces function.
   
   
   
   
3. Click BULK WITHDRAW.
   
   
   
   
4. When prompted, click YES to confirm withdrawal from the Workspace.
   
   
   
   

Results:

After bulk withdrawing from Workspaces, you’ll be taken to the main Dashboard where you can easily identify withdrawn Workspaces by their grey shading.

In PEXA Exchange, if other participants are still in the Workspace at the time you withdraw, then the Workspace will remain active but you’ll no longer have access to it. If you withdraw from the Workspace as the last participant, then the Workspace will move to the Abandoned folder. 

[JenniferI]

This is a great enhancement and one that has been requested by our members particularly when using PEXA Projects.   The scenarios that would greatly benefit from this enhancement are:

• loan is paid out during a development/project settlement and the MOT is no longer required to be a participant
• MOT's incorrectly accepting participation request in a Project
• general errors in a Project and the requirement to completely withdraw from the Project
• accidental duplication of workspaces uploaded in a Project

Jennifer Ivosevic

PEXA Partner - Majors