About amason

amason · ‎08-04-2019

Hi @BGoodwin - thanks for letting us know. We have moved the warning message so you should be able to see the skip button now. Thanks Amber

amason · ‎13-11-2018

Does the 'walk through' facility mean that dinosaurs like me can have some assistance in real time on 'what to click next' to achieve the desired result? - Mario Azzopardi Yes thats right, the walk thru will guide you through a transaction in real time. Can you disable the other side from contacting your bank in the workspace? We find this very frustrating. - Toni Berrington There are no plans for this at the moment but it is something that we can investigate further in the future. We have tried to enhance the conversations tool so that only the relevant participant gets selected when you select a category. We have registered and have not conducted any pexa matters as yet. We have accepted 2 invitations on our dashboard. Can you let me know how I go about doing the walk throughs as we are completely new to this process? One is for a sale and one is for a purchase. - Rod Smith Depending on the type of transacton you want to complete there are walk thrus available from the orange Help widget and also on some of the document screens. See our community site to see what Walk Thru's are currently available and how you can access them. Can you do a walk through for Transfers between married spouses - transfer by natural love and affection. I had to call for assistance yesterday as I couldn't find anything in the Community which referred to Transfers between married spouses when it is not a break-down of the relationship. - @AllisonRynaard Thats a great idea. We can definity look at doing a walk thru for related party transfers in the near future. Keep a look out on our community for when it is available.

amason · ‎10-10-2018

We’re continually adding new interactive content to the Help widget outside of the release schedule, which means you’ll have access to new help content sooner! The Walk-Thrus are designed to walk you through each step of the process to help you learn how to use the features and accomplish your tasks in PEXA. You can run a Walk-Thru at any time by accessing them from the Help widget. Clicking the x button closes the Walk-Thru and ends the current Walk-Thru session. To re-run a Walk Thru, simply start it again from the Help widget. 20/12/2018 – New Walk-Thru's added: Consent (NSW) Stamp Duty (NSW) Notice of Sale (NSW) Other Walk-Thrus currently accessible via the Help widget: Walk-Thru a Survivorship (VIC) Walk-Thru a Transmission (VIC) Walk-Thru a Nomination (VIC) Walk-Thru a Notice of Acquisition (VIC) Walk-Thru a Transfer (VIC) Walk-Thru a Part Tenancy Transfer (VIC) Walk-Thru a Withdrawal of Caveat (All states) Walk-Thru a creating a Caveat (note: this can be run for any jurisdiction) Walk-Thru why isn’t my Workspace ready yet Walk-Thru setting up my profile Plus, these ones are available for Subscriber Managers: Walk Thru adding new users to PEXA Walk Thru subscriber management (this includes trust account verification) Walk Thru adding users to a trust account Walk Thru Manage Workgroups We would love to hear your feedback on these Walk Thru’s so we can continue to make improvements. Also, if there’s a Walk-Thru’s you’re keen to see in action, please let me know we’ll see what we can do.

amason · ‎25-09-2018

We’re excited to publish a new set of Walk-Thrus to help you complete your transactions in PEXA! From the 25 th September, the following Walk-Thrus will be available from the Help widget: Why isn’t my Workspace ready Run this Walk-Thru to discover why your Workspace isn’t ready for financial settlement. How to complete a Caveat (All states) We show you how to lodge a Caveat in PEXA that is tailored to your jurisdiction! While we continually work on developing new guided help content, don’t forget that you can also access the other Walk-Thrus via the Help widget: Nomination for a PEXA transaction Setting up my profile Adding new users to PEXA Subscriber management Adding users to a trust account Manage Workgroups If there’s a Walk-Thru you’re keen to see in action, put in a request and we’ll see what we can do. Also, if you have any concerns or feedback on the current WalkMe Help content, please let us know. Your feedback is valuable and will enable us to deliver content that is relevant and helpful to you.

amason · ‎23-08-2018

Hi Community, We’ve launched a new Help feature which will provide you with easy access to our Help articles and videos. This is based on your feedback to have in-platform help and to avoid clicking between two screens. If you are currently logged into PEXA, please log out and back in to view this feature. To access this new feature, click on the Help icon located to the right of the screen. A Help slide out will appear and allow you to search for content or navigate through the topics. The video content will appear within the slide out. You can maximise this by clicking on the full screen button on the bottom of the slide out. Over the coming weeks we’ll be adding guided help to this slide out which will walk you through completing your transactions and managing your PEXA account. We’re keen to hear your feedback so we can continue to enhance the help feature! You can share your feedback below this post, or by sending me a private message. Thanks Amber Maher – PEXA Product Owner

amason · ‎21-06-2018

Thanks for the suggestion @Dalton1 - it is a great idea and would love to do something like this in the future. It would be great if you could let us know besides viewing conversations and the settlement date what other information you would need to see to support your customers?

amason · ‎30-05-2018

Hi @HeathHill-WBC, Yes, we are currently working on the filter for the unread conversations so you should see it in one of the next releases. Thank you!

amason · ‎26-03-2018

Hi Nicola, The checkboxes are displayed based on role, so. The DA Sent/Received checklist item is displayed when an MoT is present in the workspace. The Loan Docs Sent/Received checklist item is displayed when an IM is present in the workspace. We plan on updating the DA Sent/Received checklist items so they are also visible when an IM is in the workspace and a MoT has not yet joined. Hope this helps.

amason · ‎23-02-2018

Thanks for the feedback. We'll look into this with the Revenue office and get back to you shortly.

amason · ‎19-01-2018

Hi there - addresses will still need to entered for QLD. Thanks

amason · ‎13-11-2017

Thanks for the feedback. We can look at doing this in the future.

amason · ‎20-10-2017

Thanks for your feedback. We are working on the editing of the transfer/non transfer flag at the moment so look out for it in a release early next year. Other transaction types is a great idea so that's something we can further investigate in the future.

amason · ‎04-10-2017

Hi there, That's right, currently when a workspace is 'complete' the invitation can no longer be viewed as the workspace is no longer editable. Thanks

amason · ‎04-10-2017

Thanks for the feedback Kristy - yes, we can certainly look at making this update in a future release.

amason · ‎11-07-2017

Great feedback - thank you! We are looking to improve the conversation email notifications so hopefully we can incorporate the 'high importance' and 'requires action' flags as well as standard subjects. Great suggestions! The ''requires action' checkbox wont send a notification as the Subscriber will select this when they create/respond to a message. The email notification is sent when the Subscriber clicks send. Would it be useful for a notification to be sent to the Subscriber who posted the message when another Subscriber marks it as complete?

amason · ‎11-07-2017

Thanks for the feedback! Having standard responses is something that we are looking at so watch this space!

amason · ‎10-07-2017

Thanks for your feedback! To answer your questions: If an entire Conversation was marked as Complete (option 2), the other party could still add to the conversation thread. Maybe we would have to also include the ability to remove the flag. Alternatively; if someone adds to the thread (option 1) of a Completed Conversation the completed "tick" would remain with the completed item and then the additional thread could also be marked as 'requires action'. This would allow multiple conversation threads to be marked as completed within the one conversation.

amason · ‎10-07-2017

We are looking to enhance the conversations area of PEXA with the ability to mark conversations as read, complete and unread. To start with we would love to get your feedback about how you are using the conversations and what is the best way to indicate that actions with a conversation has been ‘completed’. We have come up with a couple of options: Option 1: Allows you to mark a conversation as ‘Requiring Action’ as shown below. When this checkbox is selected, it adds a completed ‘tick’ icon to the message so the recipient can select the icon without actually having to respond. Both parties can then see that the required action has been completed. Option 2: Allows you to mark an entire conversation as complete rather than the individual threads that have been marked as requiring action (as show in Option 1). Questions: Do you prefer option 1 or 2? i.e. Is it best to mark individual threads of an email as complete as per option 1 or is it better to mark an entire conversation as complete as per option 2. Should marking a conversation as ‘complete’ generate an email to the sender?

About amason

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