About stevenmorgan

I would like to see a feature to be able to test a digital certificate.  There is a tool which checks if the software is installed correctly.  In almost every situation where I have had to manage digital certificate issues, this test is passed okay and the issue is something else.   I had a new user where we spent hours trying to crack "There is no digital certificate" when trying to sign to discover there was a middle name missing in the profile.  Of course, this all happens when we have a settlement looming.   It would be helpful if there was a test in the platform that requires digital signing that could be used ... well ...for exactly that purpose.  To test digital certificates and make sure they are all good and problems resolved, PIN works fine, etc before the user is engaged to digitally sign a live transaction - more often than not under some pressure regarding time constraints. ... View more

At present, a subscriber manager can't tell from a user profile whether or not the user has a digital certificate, or the expiry date of the digital certificate.  At present, this information has to be manually requested from PEXA support.  I think it would be a helpful feature for subscriber managers to be able to see in the user profile whether or not a user has a digital certificate and the expiry date of the certificate. ... View more

You can act for both buyer and seller in PEXA by adding additional roles.  However, you can't assign one workgroup to one role and a different workgroup to the other role.  There is a single point for configuration of email notifications which is global across both roles.  Also, there is a single Conversations section and conversations are not separated for the two roles.  The result is that any other Chinese wall is defeated by notifications and conversations being globally visible to both sides.  I would like to see the platform so that conversations are not global for a workspace but are separated for each role within the workspace, and likewise for email notifications. ... View more

When we use PEXA to lodge a priority notice only (no financial settlement) we need to obtain a copy of the lodged priority notice and a copy of the lodgement details.   At the moment, we click on the gears beside the priority notice, and View, and then in our browser right click to print (to Adobe PDF).  It would help if you could eliminate a few of those steps and when we click on the gears there could be a “View as PDF” function.   To get the lodgement details, we click on the arrow to the left of the document type and that reveals lodgement details.  The only way we can get a copy of that is to take a screen dump.  It would help if when we click on the gears beside the priority notice if the “View as PDF” function proposed above also included as a second page the lodgement details. ... View more