About Clarkee
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
19-02-2019
02:18 PM
1 like
Hi Team!
To clarify, when the Release goes live both the Dashboard Button and the 'View all workspaces' in the Recent Workspaces dropdown will take users to the Active Dashboard?
... View more
14-02-2019
01:39 PM
2 Likes
Great news!
Last release, the Workspace summary was updated to show a new panel for when you have a linked financial settlement! The panel shows you whether the linked workspace is ready, the settlement date and time, plus a hyperlink that navigates directly to the linked Workspace. It has been a real timesaver.
Visual Reference:
... View more
12-02-2019
08:40 AM
2 Likes
That is right!
It is the responsibility of the CoRD Holder to prepare the Consent within the Workspace prior to settlement.
... View more
05-02-2019
03:37 PM
1 like
Hi @ally1
We found that to get straight to the Active queue when finished with a file, you can go to the "Recent Workspace" dropdown and at the bottom select "View all Workspaces". It will take you to the Active queue that way.
Otherwise it is a long way around.
... View more
07-12-2018
11:33 AM
I have a quick question regarding the Change of Name for both NSW and SA.
When entering the Supporting Document into the evidence for Change of Name, it asks for a date. Our team are now seeking clarification as to what data should be entered:
The Date the Documents have been signed
The Date of Settlement
The Date of Issue of the Document – Eg: If it is a Driver’s License, do we put the date that it was issued.
The PEXA User Guides don't specify this information, so any clarification that you can offer would be great.
... View more
19-10-2018
03:15 PM
Hi @danielroesler,
Thank you so much for coming back - it is appreciated. Looking forward to this all coming Live.
... View more
15-10-2018
09:24 AM
2 Likes
Regarding SA Survivorship are there steps for a MoT to action, like with NSW (CoRD) or VIC (Nominations) , or will Solicitors be able to proceed with the PEXA registration without having to involve the MoT within the PEXA workspace?
... View more
31-08-2018
02:24 PM
5 Likes
Another user made a great suggestion on the post: https://community.pexa.com.au/t5/Ask-the-PEXA-Community/settlement-delay/m-p/12111
It would be great for notifications to be broadcast live in PEXA Workspaces to keep Subscribers up-to-date if a functionality goes awry.
... View more
31-08-2018
11:12 AM
1 like
I support this idea @ShaeKelly!
Having a Notification display within PEXA Workspaces much like the notification pop-ups for signing or a banner on the Dashboard would be amazing to see for impacted Subscribers/Users. Having someone monitor the Community page in a large firm on the off-chance there is an outage, is not always effective.
... View more
- Tags:
- supporting
30-08-2018
02:15 PM
5 Likes
Hi @Caz_at_Astills,
PEXA have just published a notification about the RBA being down: https://community.pexa.com.au/t5/Announcements-Outages-Service/RBA-RITS-Service-Issue/ba-p/12104
... View more
30-08-2018
11:53 AM
Hi Team,
Are you able to confirm that the .pptx calendar is current. This page has not been updated since June.
... View more
30-08-2018
10:16 AM
Hi @Beck,
It was great that the count came back however there is a discrepancy in the numbers between the snapshot and actual volume in the Conversation Dashboard. I have attached a capture for reference.
I believe this was raised and rectified last year post Release 6.0. The difference between the figures fluctuates throughout the day.
... View more
29-08-2018
05:11 PM
1 like
I agree with @DMc, the 80/20 rule would be ideal as there is likely to be a great number of common questions that arise that a Bot would address. Depending on how they built the AI, the workspace specific questions may be able to be addressed, however that is where the 20% would kick in if the AI cannot handle it.
... View more
22-08-2018
11:58 AM
4 Likes
We raised the missing counter over the weekend and were advised that it was taken down for performance. We received advice that it will be put back in R8.1.2
... View more
21-08-2018
04:20 PM
2 Likes
We raised the missing counter over the weekend and were advised that it was taken down for performance. We received advice that it will be put back in R8.1.2
... View more
20-08-2018
04:43 PM
1 like
Live Chat - For the Win!
... View more
20-08-2018
08:37 AM
1 like
Hi Team,
Are we anticipating an Outage for this maintenance?
... View more
13-07-2018
05:04 PM
1 like
Have you been able to go to the Documents tab and expand on the Document Verification Result to see the issue?
... View more
04-07-2018
11:17 AM
1 like
Will the Mortgagee on Title be able to see a rendered copy of the Transmission Applications once they have been created in the workspace, much like they are able to sight the Transfer?
... View more
03-07-2018
10:10 AM
3 Likes
What has worked for me in the past when the message arrives that the 'eCT has been nominated to another workspace', is that I create a Withdrawal of Nomination in the current workspace and lodge the document. Once the lodgement has been successful, I proceed with triggering a lodgement verification on the Nomination I had created previously within the workspace and generally that comes back successful.
I am keen to see if there is another resolution to this.
... View more
18-06-2018
09:51 AM
Is it correct that when Consent is referred to in two new transmission document notes, that this is in relation to the CoRD Consent, which means that if there is a MoT then either: 1. MoT will be invited into the workspace to load the CoRD; or 2. Lodge a CoRD prior to the transmission to be lodged?
... View more
13-06-2018
09:16 AM
1 like
The options in the screen shot provided in the "File Description Types are now categorised" change appear to be different.
The Discharge Authority is no longer listed as an option.
Can you please confirm whether the Discharge Authority item has been removed as an item?
We utilise that selection.
... View more
24-05-2018
02:10 PM
Hi Emily, that is fantastic advice. Thank you for coming back to me!
... View more
23-05-2018
07:37 AM
The information on Single Sign-On (SSO) refers to the 16th June and Beta testers. Can you please confirm that this functionality is deployed on the 09/06/2018, however will not be "switched on" until after the Release, on the 16/06/2018, for selected Users who have volunteered as Beta Users?
... View more
21-05-2018
11:11 AM
1 like
@HeatherC wrote:
Hi @TisherLiner,
Some Victorian workspaces are displaying this message this morning, and we are working through this issue.
In the meantime, if you un-sign and re-sign your documents, the message should disappear. There is some information here on how to do this.
Heather
Hi HeatherC ,
When there is a known issue with a specific state's settlements - could a notification be issued in the Announcements Page with updates, nice and early to reduce the influx of phones calls to the Helpdesk?
... View more
06-12-2017
12:35 PM
2 Likes
From one introvert to another, I wanted to say that this was a wonderful read.
... View more
- Tags:
- agreed
01-12-2017
11:41 AM
Is there, or will there be a capability to export the data in the ready to sign dashboard for larger firms or Financial Institutions in order to allocate workspaces?
Example: If a team of people want to see Tuesday's settlements that are ready to sign, which are Transfer workspaces, could they apply the filters and export to excel or PDF?
... View more
19-09-2017
10:04 AM
1 like
Hi Team,
Will an updated calendar be released to advise the scheduled outages?
https://community.pexa.com.au/t5/Announcements-Outages-Service/UPDATE-Upcoming-PEXA-outage-notifications/ba-p/5317
There is mismatching information for businesses to refer to. Would a live calendar be easier for PEXA to update with changing dates?
... View more
Latest Tags
No tags yet
Likes From
