Hi @Gibbslawyers,   We have been fleshing out all the ideas relating to the order on the agent functionality. (Purchaser's rep entry, SMS functionality, custom wording/instructions, moving the function to another screen etc.). There are quite a lot of enhancements on our list ahead of this item, such as 'Notifications Preferences' (ability to turn some email notifications off). But as order on the agent is getting a lot of support on Community, I’ll see what we can do about bumping up its priority. Will keep you posted.   Thanks for the feedback,   Martin Karpowicz Product Owner, Practitioner Service PEXA ... View more

@Hi @LG, We do have a "Sign Documents" task that appears in the workspace if all the current participants have each created a document and there are no pending invitations. It is assumed that at this point all the docs that will be created, have been, and therefore the Lodgement Instructions, as well as the other documents, can be signed with minimal risk of them being unsigned. However, we don't have an email notification attached to this task / scenario. We'll have a look into this, but we're hesitant to add to the already large number of email notifications that PEXA sends out. Another thing to keep in mind is that we are investigating the feasibility of only requiring the Responsible Subscriber sign the Lodgement Instructions. For anyone that isn't the Responsible Subscriber, t his would remove the need to wait for others to create their docs before signing. But there is still a long way to go on this one.   Thanks, Marty Product Owner - Practitioner Services, PEXA ... View more

Hi @LG,   A great suggestion. We've heard this feedback a few times. Unfortunately email isn’t a secure channel, therefore we can’t include the contents of conversation messages as these often contain private information such as customer names, addresses, loan account numbers etc.   We have introduced an ‘Unread Conversations’ dashboard to reduce the need to go into workspaces to read conversation messages. This should make it easier to access and manage workspace conversations.     In terms of future enhancements, we are looking at including a standard set of conversation subjects and messages (eg “please provide payout figure”) which we will be able to include in email notifications as we will know no private information is included.   Thanks,   Marty Product Owner - Practitioner Services, PEXA ... View more

Hi @BGoodwin, I've just tested this in one of our local test environments and it seems to be working fine (invitation emails being sent the correct workgroup email address based on workgroup routing rules). I'll work with our support team to see if there's anything specific about your workgroup setup that is causing different behaviour. We'll be in touch shortly. Thanks, Martin ... View more

Hi @settlements, We've tied two actions into the Withdraw from Workspace button. Clicking the button while other participants are still in the workspace will result in you leaving the workspace. As you are no longer a participant, you can no longer access the workspace or see it in your various dashboards. If, however, you are the last participant to withdraw from the workspace, rather then removing you from the workspace, PEXA will set the workspace status to Abandoned. This is to ensure every workspace has at least one participant linked to it, so it can be accessed. Otherwise all users would be locked out of the workspace. We don't currently offer the option to abandon a workspace with more than one participant in it, as this action would effectively shut the workspace down without the other participant(s) necessarily agreeing. But I can see why you may want to keep track of abandoned workspaces even if you weren't the last to withdraw. We'll investigate what we can do to enhance PEXA in this area. In the meantime, the only thing I can suggest is to wait until you're the last participant in the workspace before withdrawing. I realise this workaround is less than ideal though. Sorry. Martin Product Owner, Practitioner Services, PEXA ... View more

Workgroups can be set up in many different ways. The functionality isn't prescriptive, it's quite flexible. But that also adds to the complexity when it comes to emails and user jurisdictional permissions. Whether you set up workgroups per client (without jurisdictional restrictions) or per jurisdiction will result in different system behaviours. I've looked at your set up and have a few questions and suggestions. Perhaps it's best we discuss specifics offline. ... View more

Hi @LG, The workspace invitation emails should only be going to the workgroup that the workspace matches up with. E.g. being invited into a NSW workspace in the role of MoT should match up with your NSW MoT workgroup and therefore send an email only to the email address provided for that workgroup. If you're receiving the same invitation email in ALL the workgroup email addresses, then we potentially have a defect. We'll investigate it on our side and get back to you. On a related note, we are currently working on giving subscribers the ability to set email notification preferences. Soon you'll be able to control which PEXA emails you do and don't receive. Thanks for the feedback, Martin Product Owner, Practitioner Services, PEXA ... View more

Pumped for our first ever AUA. (Reddit, eat your heart out!) I'll be answering questions about PEXA features, and I'm keen to hear feedback and suggestions on what we can improve.   Martin Product Owner, Practitioner Services, PEXA ... View more

Hi @DMc, Currently conversations require a recipient other than oneself. But this is definitely one of the solution options we'll consider. Thanks for your input,   Martin Karpowicz Product Owner, Practitioner Service PEXA   ... View more

Hi Tash,   Good suggestion. I’ve added this to our enhancements list. But we do have quite a few enhancements already planned, so it may take some time before notes are available in PEXA.   Thanks for your  suggestion ,   Martin Karpowicz Product Owner, Practitioner Service PEXA ... View more

Hi @goolwaconveyancing,   At present the PEXA system allows the Vendor's representative (Proprietor on Title role) to add an agent email address. Incoming Proprietor representatives aren't yet permitted to do so. It isn't tied to who the creator of the workspace was. If this wasn't the case in your transaction, could you send us the workspace ID so we can look into the issue?   We are investigating the option of giving Incoming Proprietor representatives the ability to enter an agent email address.   Thanks for the feedback,   Martin Karpowicz Product Owner, Practitioner Service PEXA ... View more