In addition to creating Workspaces via the bulk upload tool, we’ve developed a new option that lets you manually create Workspaces within a Project in PEXA Projects.
Manual creation of Workspaces lets you manage additional Workspaces conveniently within PEXA Projects. You can easily add any number of Workspaces to any projects at any given time. Subscribers managing a project with a small number of lots can also add Workspaces without needing to do an initial file upload.
How do I access this new feature?
We've redesigned and updated side navigation menu and the new feature can be accessed via this new menu under Manage Workspaces > Add Workspaces.
Alternatively, you can also add new Workspaces by clicking the Add Workspaces button located on the Workspaces panel on the dashboard.
Adding new Workspaces
The new Add workspaces screen allows you to add Workspaces to a Project on either a parent title (if a plan of subdivision has not yet been registered) or a child title. You may add any number of Workspaces as required, there is no limit.
Any Workspaces created within a Project will inherit the following data from the Project it was created in:
Mortgagee on Title (MoT)
In addition, information about the Incoming Proprietor participant and Incoming Proprietor parties is captured and populated into the Workspace.
If the Workspace you created was Unsuccessful or Partially Successful, then a message appears on the screen prompting you to review the Workspace. Please correct any errors and resubmit the Workspaces for creation in PEXA core.
After the Workspaces are successfully created, the Proprietor on Title may send bulk invitations to the relevant Mortgagee on Title participants.
We have added some simple validation on the BSB field when entering account details. The validation checks whether the BSB entered is valid and if not, a warning message is displayed to users accordingly.
Account Name validation
We have improved the validation to exclude special characters from being accepted in the Account Name field. This will minimise errors when the Account Name is referenced in the PEXA core Workspaces.