PEXA now allows financial institution Subscribers to provide source funds in a Workspace, even if they aren't a party to the property transaction. The new Source Funder role is restricted to Financial Institutions (Subscriber type) that are able to provide source funds. Importantly, this role is restricted to providing source funds for the transaction. In the role of Source Funder, the Subscriber will not be able to: Create Workspaces Create, edit, delete or view any documents Add or delete Land Titles Create, edit or delete any parties Create, edit or delete any destination line items   Inviting a Source Funder to your Workspace Subscribers wishing to provide funds in a Workspace, but not participate in any documents, must be invited into a Workspace in the role of Source Funder. To invite a Source Funder to your Workspace, navigate to the Participants screen, select Participant and then Invite Participant. On the Invite Participants screen, search for and select the Participant and then select the role of Source Funder. Click Send Invitations. Acting in the role of Source Funder For participants accepting an invitation to provide funds to a transaction, you enter the Workspace with the primary role of entering a source financial line item.   Providing Source Funds Navigate to the Financial settlement screen and select the Sources tab. Click Add Source button.  Add source line item.  Select the Source Fund Category. As a Source Funder the available categories are: Purchaser's Equity Loan Proceeds Other Verifying and signing rules are as per a normal transaction and the funds must be verified and signed. ... View more

Please note: These installation instructions are currently in BETA (test mode). If you are after the How to Install your Digital Certificate instructions please see this article here.     While PEXA is a browser based platform, to digitally sign documents in PEXA using your PEXA Digital Certificate (USB Device) you need to install three pieces of additional software.  Important Permissions: You must be logged in to your computer as an Administrator to install this software. If you don't have administrator access, ask your network administrator to log in to your system and install the software for you.   Choose your current Operating System from the options below Select the operating system and internet browser you are currently using to view tailored installation instructions. For complete information on the Operating Systems required please see here.  PEXA recommends using Google Chrome as your browser. Please ensure you regularly upgrade your browser to get the most from the PEXA Platform and the Internet as a whole, including advances in security.    Requirements: If using Google Chrome, you will need to be on version 45 or above (check your version).   Windows and Google Chrome You will need to install THREE pieces of software.  Step 1: Digital Certificate Software Install the Digital Certificate software via our website. In the Email field, enter the email address associated to your digital certificate. In the ABN field, enter your ABN. Click Submit, and select Download for Windows. Wait for the setup.exe to download. Once downloaded, click on the file, and then double click on the setup.exe.  In the Open File - Security Warning pop up, click Run.  On the Setup - PEXA digital certificate software screen, click Install.  On the Charismathics SSI 5.0.3 User Edition - InstallShield Wizard, click Next. Read the terms, select I accept the terms in the license agreement, and then Next.  On the Destination Folder page, click Next.  On the Setup Type page, select Typical, and then Next.  You're now ready to install the program - click Install, and then Finish.  After you have installed the program, you may see an idOnDemand plugin screen, you DO NOT want to install this. Click Cancel and then select Yes and Finish to cancel the idOnDemand Updater Plugin installation.  Lastly, on the Completing the PEXA digital certificate software Setup Wizard screen, click Finish.   Step 2: Google Chrome extension Access the PEXA Digital Signing extension via the Google Chrome Web Store.  Click on + ADD TO CHROME.  In the Add PEXA Digital Signing for Chrome dialog screen, click Add extension. A confirmation message will appear, and you'll see the PEXA icon has appeared next to your Chrome URL address field.  This step is now complete and you can close the Chrome Web Store extension window. Step 3: PEXa signing application Click on this link to begin the installation process for PEXA's signing application. Once the PEXAChrome.msi has downloaded, click on the file.  In the Do you want to run this file? dialog screen, click Run.  In the Setup Wizard dialog box, click Next. Read the teams, select I accept the terms in the License Agreement and then click Next.   In the Destination Folder screen, click Next.  On the Ready to install PEXA Digital Signing for Chrome screen, click Install, and then Finish.  Windows and Internet Explorer  You will need to install TWO  pieces of software.  Step 1: Digital Certificate Software Install the Digital Certificate software via our website. In the Email field, enter the email address associated to your digital certificate.  In the ABN field, enter your ABN. Click Submit and select Download for Windows.  Wait for the setup.exe file to download. Once downloaded, click on the file, and then double click on the setup.exe.  In the Open File - Security Warning pop up, click Run.  On the Setup - PEXA digital certificate software screen, click Install.  On the Charismathics SSI 5.0.3 User Edition - InstallShield Wizard, click Next. Read the terms, select I accept the terms in the license agreement, and then Next.  On the Destination Folder page, click Next.  On the Setup Type page, select Typical, and then Next.  You're now ready to install the program - click Install, and then Finish.  After you have installed the program, you may see an idOnDemand plugin screen, you DO NOT want to install this. Click Cancel, and then select Yes and Finish to cancel the idOnDemand Updater Plugin installation.  Lastly, on the Completing the PEXA digital certificate software Setup Wizard screen, click Finish.   Step 2: Install java Internet Explorer requires that you have Java installed to successfully sign documents in PEXA.  Click here and follow the instructions on screen to verify, upgrade or install the latest version of Java.  Windows and Firefox version 52 or above If on Firefox Version 52 or above, please contact PEXA Support on 1300 084 515, and we can assist you in setting up your browser to sign.  You will need to install THREE pieces of software.  Step 1: Digital Certificate Software Install the Digital Certificate software via our website. In the Email field, enter the email address associated to your digital certificate.  In the ABN field, enter your ABN. Click Submit. Select either Download for Windows, or Download for Mac depending what computer you have.  Wait for the setup.exe file to download. Once downloaded, click on the file, and then double click on the setup.exe.  In the Open File - Security Warning pop up, click Run.  On the Setup - PEXA digital certificate software screen, click Install.  On the Charismathics SSI 5.0.3 User Edition - InstallShield Wizard, click Next. Read the terms, select I accept the terms in the license agreement, and then Next.  On the Destination Folder page, click Next.  On the Setup Type page, select Typical, and then Next.  You're now ready to install the program - click Install, and then Finish.  After you have installed the program, you may see an idOnDemand plugin screen, you DO NOT want to install this. Click Cancel, and then select Yes and Finish to cancel the idOnDemand Updater Plugin installation.  Lastly, on the Completing the PEXA digital certificate software Setup Wizard screen, click Finish.   Step 2: Install mozilla add on  Access the Mozilla Firefox Signing extension via the Firefox Add-on Store.  Click + Add to Firefox.  Click the blue Install button in the top left hand corner of your screen.  A confirmation message will appear. Click OK. This step is now complete and you can close the Mozilla Add-on tab.  STEP 3: PEXA SIGNING APPLICATION Click on this link to begin the installation process for PEXA's signing application.  On the dialogue box called Opening PEXADigitalSigning_1.0.6.msi click Save File. Click on the completed download when it appears in the top right hand corner (if you cannot see the file, click the blue downward arrow in the top left of your browser and it will be the first result in the list).   In the Setup Wizard dialog box, click Next. Read the teams, select I accept the terms in the License Agreement and then click Next.  In the Destination Folder screen, click Next.  On the Ready to install PEXA Digital Signing for Chrome screen, click Install, and then Finish.  Windows and Firefox version 51 or below You will need to install TWO pieces of software.  STEP 1: DIGITAL CERTIFICATE SOFTWARE Install the Digital Certificate software via our website. In the Email field, enter the email address associated to your digital certificate.  In the ABN field, enter your ABN. Click Submit. Select either Download for Windows, or Download for Mac depending what computer you have.  Wait for the setup.exe file to download. Once downloaded, click on the file, and then double click on the setup.exe.  In the Open File - Security Warning pop up, click Run.  On the Setup - PEXA digital certificate software screen, click Install.  On the Charismathics SSI 5.0.3 User Edition - InstallShield Wizard, click Next. Read the terms, select I accept the terms in the license agreement, and then Next.  On the Destination Folder page, click Next.  On the Setup Type page, select Typical, and then Next.  You're now ready to install the program - click Install, and then Finish.  After you have installed the program, you may see an idOnDemand plugin screen, you DO NOT want to install this. Click Cancel, and then select Yes and Finish to cancel the idOnDemand Updater Plugin installation.  Lastly, on the Completing the PEXA digital certificate software Setup Wizard screen, click Finish.   STEP 2: install java If on Firefox Version 51 or below , you will need to have Java installed to successfully sign documents in PEXA. Click here and follow the instructions on screen to verify, upgrade or install the latest version of Java.  Mac and Google Chrome You will need to install THREE  pieces of software to sign documents on a Mac.  Step 1: Digital Certificate Software Install the Digital Certificate software via our website. In the Email field, enter the email address associated to your digital certificate.  In the ABN field, enter your ABN. Click Submit,  and select Download for Mac.  When asked if you would like to save this file, click on Save File. Click on the downloaded file, and then double click on the CSSI PIV 5.2.3.pkg.  In the Install Charismathics SSI pop up click Continue.   On the Important Information screen, click Continue.  On the Software License Agreement screen, click Continue.  Agree to the terms of the software license to continue installation.  Click Install.  If asked for a password, enter your Mac/Apple password, and then click on Install Software.  Click Close on the Installation Successful screen.  Lastly, on "Do you want to move the "Charismathics SSI" Installer to the Trash?", click Move to Trash, as you have already installed the software.  Step 2: Google Chrome extension Access the PEXA Digital Signing extension via the Google Chrome Web Store.  Click on + ADD TO CHROME.  In the Add PEXA Digital Signing for Chrome dialog screen, click Add extension. A confirmation message will appear, and you'll see the PEXA icon has appeared next to your Chrome URL address field.  This step is now complete and you can close the Chrome Web Store extension window. Step 3: PEXa signing application for mac Click on this link to begin the installation process for PEXA's signing application.  Once the PEXAChrome.pkg has downloaded, click on the file.  In the Do you want to run this file? dialog screen, click Run.  In the Setup Wizard dialog box, click Next. Read the teams, select I accept the terms in the License Agreement and then click Next.   In the Destination Folder screen, click Next.  On the Ready to install PEXA Digital Signing for Chrome screen, click Install, and then Finish.  Windows XP and Google Chrome We do not recommend users operate Windows XP as it no longer receives any security patching or support. Please refer to this Windows XP Support article. You will need to install THREE pieces of software.  STEP 1: DIGITAL CERTIFICATE SOFTWARE Install the Digital Certificate software via our website. In the Email field, enter the email address associated to your digital certificate. In the ABN field, enter your ABN. Click Submit, and select Download for Windows. Wait for the setup.exe to download. Once downloaded, click on the file, and then double click on the setup.exe.  In the Open File - Security Warning pop up, click Run.  On the Setup - PEXA digital certificate software screen, click Install.  On the Charismathics SSI 5.0.3 User Edition - InstallShield Wizard, click Next. Read the terms, select I accept the terms in the license agreement, and then Next.  On the Destination Folder page, click Next.  On the Setup Type page, select Typical, and then Next.  You're now ready to install the program - click Install, and then Finish.  After you have installed the program, you may see an idOnDemand plugin screen, you DO NOT want to install this. Click Cancel, and then select Yes and Finish to cancel the idOnDemand Updater Plugin installation.  Lastly, on the Completing the PEXA digital certificate software Setup Wizard screen, click Finish.   STEP 2: GOOGLE CHROME EXTENSION Access the PEXA Digital Signing extension via the Google Chrome Web Store.  Click on + ADD TO CHROME.  In the Add PEXA Digital Signing for Chrome dialog screen, click Add extension. A confirmation message will appear, and you'll see the PEXA icon has appeared next to your Chrome URL address field.  This step is now complete and you can close the Chrome Web Store extension window. STEP 3: PEXA SIGNING APPLICATION for windows xp Click on this link to begin the installation process for PEXA's signing application. Once the PEXAChromeXP.msi has downloaded, click on the file.  In the Do you want to run this file? dialog screen, click Run.  In the Setup Wizard dialog box, click Next. Read the teams, select I accept the terms in the License Agreement and then click Next.   In the Destination Folder screen, click Next.  On the Ready to install PEXA Digital Signing for Chrome screen, click Install, and then Finish.  Updating Your Digital Certificate PIN Once you have completed your Digital Certificate installation, we recommend updating your default PIN to something relevant and easy to remember. For instructions on how to update your PIN, click here.   Further Questions For any further questions on installing your digital certificate, please leave a comment below, or alternatively contact the PEXA Support Centre on 1300 084 515.  ... View more

To ensure you’re ready to lodge refinances online from 1 August, PEXA is here to support you and your panel lawyer prepare. We recommend the following steps are completed in advance:   Accessing PEXA 1. How you access PEXA will be determined by your business model   Client Authorisation Form                                                                                 Non-Transacting Panel Master (NTPW) Agreement Participation Agreement (PA)                      Panel Lawyers transact on your behalf. You won’t be able to perform your own transactions, be visible in PEXA or have access to the PEXA platform. However you will be visible to the network via the PEXA Qualifier Tool.  Panel Lawyers transact on your behalf.   You won’t be able to perform your own transactions, you will be visible on PEXA and you will be able to log into the PEXA platform to set up and maintain your subscriber profile.   If you use multiple panel lawyers for different transactions, this option allows you to nominate where the invitations go. You transact on your own behalf in PEXA and/or use panel lawyers. You may also use a third-party (sub-contractor) to act on your behalf. Note: PEXA fees are the same regardless of how you access PEXA.  If you think you're better suited to a different agreement type, contact our Support Centre on support@pexa.com.au or 1300 084 515 for assistance. 2. Advise the market on how you want to receive invitations Add you or your Panel Lawyer’s details to the PEXA Qualifier Tool to identify you for incoming and outgoing refinance transactions. Contact our Support Centre on support@pexa.com.au or 1300 084 515 to update these details. 3. work with your panel lawyer(s) to ensure you're both ready to transact online Most panel lawyers are now transacting in PEXA and have a good understanding of the process. They can help you transact. Contact your Panel Lawyer to: Determine how they‘ll receive invitations from other Financial Institutions, via manual routing or automated routing Add your or your Panel Lawyer’s details to the PEXA Qualifier Tool. 4. Ensure you have a funding solution in place Review/confirm your existing funding arrangements with your Panel Lawyer (s) to ensure they’re suitable for electronic settlement. If a Panel Lawyer is representing you as Incoming Mortgagee in PEXA, you will need to establish a process outside of PEXA to fund the Solicitor’s Trust Account for each transaction. If you are representing yourself in PEXA, you’ll need access to an Exchange Settlement Account (ESA). Contact our Support Centre for more information on available aggregators and settlement account solutions. Once you have completed everything in the checklist or have any questions, please contact our Support team on support@pexa.com.au or 1300  084 515 . Steps to Transact Ensure you have completed each of the steps below to be able to transact. PEXA is here to help you in this transition, if you have any questions don’t hesitate to contact us. Training completed There are several training options available for you based on your needs. Read more and enquire about our Train the Trainer Program, In-house training and/or Webinars under Learning to Use PEXA.    Mortgage reference data uploaded If you’re a PEXA Subscriber (via NTPM or PA), mortgage reference data is mandatory to create a mortgage in PEXA and must be preloaded before you transact. Please contact the PEXA Support centre via support@pexa.com.au or 1300 084 515 for further guidance.    Source funding solution activated For further information and assistance please contact our Support Centre.   Refinance Guidelines understood Ensure that you and/or your Panel Lawyer have read and understood the Refinance Guidelines for transacting in PEXA available here. ... View more

The Land Registries in New South Wales and Victoria have introduced Priority Notices as an additional instrument to help ensure best practice in e-Conveyancing – the instrument can be used to protect the interests of your clients and assist with fraud prevention. The introduction of this instrument is an important milestone towards the eventual removal of all paper Certificates of Title – it provides greater protection of buyer rights, particularly when transacting with an electronic Certificate of Title (eCT). To assist you with lodging Priority Notices through PEXA, we have compiled a list of frequently asked questions.   General Priority Notice FAQs what is the effect on title of a priority notice? When recorded against a title, a Priority Notice achieves two important outcomes: Reserves priority on title for the dealing(s) identified in the Priority Notice; and Indicates to persons completing a search of the title that priority for an imminent transaction has been reserved. what are the benefits of lodging a priority notice? Your Priority Notice will be lodged with the Land Registry in real-time, giving you greater certainty that your priority will be recorded on title as soon as it is needed. Priority Notices also afford an increased level of protection for conveyancing transactions. When lodged by an Incoming Proprietor or Incoming Mortgagee in a Workspace with financial settlement, PEXA is able to use Land Registry information to assist with the creation of the Priority Notice, enabling a fast and efficient process. When would a priority notice assist my client? Where a buyer has purchased a property, a Priority Notice will protect the interests of the buyer (and Incoming Mortgagee, if required) by reserving priority on title for the dealing(s) identified in the Priority Notice (for example, a Transfer and Mortgage). The Priority Notice will also list the order that the instruments are to be lodged. If the seller was to subsequently enter into a contract to sell the same property to another buyer, the second buyer would not be able to register the Transfer as it would not be identified in the Priority Notice.   In this situation, the Priority Notice lodged on behalf of the first buyer has ensured that their interest in the property was not jeopardised by the subsequent property sale. in which jurisdictions can i lodge a priority notice electronically through pexa? You can currently lodge Priority Notices electronically with PEXA in New South Wales and Victoria. what role should I select in pexa to create my priority notice? If the transaction that the Priority Notice refers to is going to be completed manually in paper, then you should create the Priority Notice in the role of Applicant. This enables you to create and lodge only the Priority Notice through PEXA. If the transaction that the Priority Notice refers to is going to be completed through PEXA, then depending on your role in the transaction you will select either Incoming Proprietor or Incoming Mortgagee. In addition to the tasks that you would normally be able to complete through PEXA, you will also be able to create and lodge your Priority Notice at any time prior to financial settlement. when will a PRIORITY notice expire? In both New South Wales a Priority Notice will automatically expire 60 days from the date of lodgement, in Victoria it will automatically expire 60 days from the date of registration. In New South Wales, it is also possible to lodge an extension for an existing Priority Notice. An extension lasts an additional 30 days. You can also choose to withdraw a Priority Notice at any time. Additionally, Priority Notices will expire upon the successful registration of the dealings identified in the Priority Notice or may be removed by a Court Order. who is able to extend or withdraw a priority notice? Only the Member organisation that created the Priority Notice will be able to withdraw a Priority Notice. In New South Wales, this Member will also be able to create an extension for the Priority Notice. The Priority Notice can only be ‘managed’ (extended or withdrawn) from within the same PEXA Workspace in which it was lodged. Can I lodge a priority notice in pexa if my transaction is going to be completed in paper? A Priority Notice can only be lodged electronically, however they apply to transactions that are being completed in either paper or PEXA. If your transaction is to be lodged in Paper, the role of Applicant should be used when creating your PEXA workspace. what is the difference between lodging a  caveat and a priority notice? A Caveat is an instrument that any person with a caveatable interest in a property can lodge at the relevant Land Registry. After recording, a Caveat appears on the title giving notice that the caveator claims an interest in the property. In comparison, a Priority Notice records the priority of a transaction on title and the transaction(s) identified in the Priority Notice will be completed in the order outlined in the Priority Notice.  NSW Priority Notice FAQs WHAT is the cost of lodging or withdrawing a priority notice? The statutory fee in NSW to lodge a Priority Notice is $33.80. To withdraw or extend a Priority Notice the fee is $14.00. This is significantly lower than the current lodgement fee for Caveats ($136.30). Please note, these fees are accurate as at 1 May 2017, for current fees, please refer to the Land & Property Information website http://www.lpi.nsw.gov.au/.   The PEXA fee can be found in the PEXA Pricing Schedule, available here. WHAt types of dealings will a priority notice protect? In New South Wales, a Priority Notice may be lodged to give priority to the registration of dealings, including Transfers, Mortgages and a Notice of Death. Once lodged, a Priority Notice will: Temporarily prevent the registration of any instruments lodged against the title until such time that the dealings protected under the Priority Notice are lodged, except those excluded in section 74W(2) of the Real Property Act 1900 (NSW); Protect the interests of parties to an intended instrument or transaction (e.g. a transfer) by reserving priority on title for the dealing(s) identified in the Priority Notice; and Assist with fraud prevention, by identifying a priority on title, ensuring that the scheduled transaction is not displaced by another transaction. if can I Identify if a priority notice has been lodged against a specific title? Recorded Priority Notices will be displayed when a title search is conducted. if instruments in a lodgement case do not align with dealings that have been given priority, how will the land registry treat the lodgement case? If this situation occurs, the Land Registry will provide the following notification message via PEXA “The documents in this case do not match the Priority Notice recorded on title”. You will still be able to lodge your instruments. The Land Registry will complete an assessment of the differences between the dealing(s) and the recorded Priority Notice. Once assessed, the instruments will either be registered or the Land Registry will contact you to let you know that the instruments were unable to be registered.  For further information about lodging Priority Notices in New South Wales, refer to the Land & Property Information Circular: Introduction of Priority Notices, which can be found at: http://www.lpi.nsw.gov.au/__data/assets/pdf_file/0016/215431/2016-14_Introduction_of_priority_notices.pdf Alternatively, you can also refer to the Registrar General’s Directions, which can be found at: http://rgdirections.lpi.nsw.gov.au/e-dealings/priority_notice    VIC Priority Notice FAQs WHAT IS THE COST OF LODGING OR WITHDRAWING A PRIORITY NOTICE? The statutory fee in Victoria to lodge or withdraw a Priority Notice is $28.60. This is significantly lower than the current lodgement fee for Caveats ($37.80). Please note, these fees are accurate as at 1 May 2017, for current fees, please refer to the Land Use Victoria website http://www.delwp.vic.gov.au/property-and-land-titles. The PEXA fee can be found in the PEXA Pricing Schedule, available here. WHAT TYPES OF DEALINGS WILL A PRIORITY NOTICE PROTECT? In Victoria, a Priority Notice may be lodged to protect dealings, including Plans of Subdivision, Transfers and Mortgages. Once lodged, a Priority Notice will: Temporarily prevent the registration of any instruments lodged against the title except those not currently requiring a Certificate of Title at lodgement; Protect the interests of parties to a pending dealing (e.g. a transfer) by reserving priority on title for the dealing(s) identified in the Priority Notice; and Assist with fraud prevention, by identifying a priority on title, ensuring that the scheduled transaction is not displaced by another transaction. how CAN I IDENTIFY IF A PRIORITY NOTICE HAS BEEN LODGED AGAINST A SPECIFIC TITLE? Recorded Priority Notices will be displayed when a title search is conducted and in Victoria will set out the anticipated instruments. For further information about lodging Priority Notices in Victoria, refer to the Land Victoria Customer Information Bulletin 159, which can be found at: http://www.dtpli.vic.gov.au/property-and-land-titles/land-titles/customer-information-bulletins Alternatively, you can also refer to the Guide to Priority Notices and Withdrawal of Priority Notices, which can be found at http://www.delwp.vic.gov.au/property-and-land-titles/forms,-guides-and-fees/transfer-of-land-act#pn ... View more

We've put together all of the presentations from the Victorian Conveyancing Transformed Roadshows for your convenience. You can download the presentations from the right hand side.   We'd love to hear any feedback from the roadshow you attended, so please leave any comments below, and also if you have any further questions you can post below or post them in the Ask a Question forum. Cheers Emily, PEXA Community Manager       ... View more

Create a Standalone Mortgage as a Panel Lawyer Create a Standalone Discharge of Mortgage as a Panel Lawyer Acting as a Source Funder ... View more

What is a Digital Certificate? Installing the Digital Certificate Software Testing and validating your Digital Certificate Updating your Digital Certificate PIN ... View more

PEXA Qualifier - How to Identify a file Verification of Identity Client Authorisation ... View more

  Beginning today, we have hidden three special Easter Egg badges somewhere in the Community for you to find!  Here’s how you play: Search through the Community pages, forums and PEXA Certified program to find a hidden Easter Egg. Click on the link and enter your name and email address. When you submit your name and email you’ll receive a special Easter Egg 2017 badge on your community profile!  Find one of the Easter Eggs before end of day Tuesday 11th April.    3 Hints for 3 Badges: This page provides interactive tutorials for almost any type of transaction in PEXA. Where would you find information on completing a transfer in PEXA to help you become PEXA Certifed? These moving images give you an insight into the PEXA Direct program. Tips: Use the Search bar to locate the content Identify key words in the hint Search through PEXA Certified, the Help Centre and Ask a Question forum Good luck all!    Cheers,  Em, Community Manager ... View more

(Available as part of PEXA Release 5.1.1 on 3 April 2017) A File in PEXA refers to a document or image that can be uploaded and shared with selected participants of a PEXA workspace. Files that can be uploaded into a PEXA workspace include: Body corporate documents Contract of Sale Discharge Authority Duties Form 62 (VIC) PPS release Form Principal Place of Residence Stat Dec Rates/Council documents Statement of Adjustments Title Search Note:  At this stage, the capability does not allow the sharing of files with Land Registries or State Revenue Offices.  The functionality will be expanded later in the year to enable supporting evidence to be linked to documents lodged through PEXA.   Files Screen The Files screen is where you upload, share, view or remove your files for a selected Workspace. The Upload File button takes you to the Upload Files screen which allows you to attach your files, set the description of the file and choose which participants to share the file with. The Files table lists all files that have been uploaded within the workspace.  This includes those uploaded by your Subscriber role and those that others have uploaded.  Access to view these files depends on whether your Subscriber role has uploaded the file or if the file has been shared with you by another Subscriber.   Description of columns: File Name The name of the file, as uploaded by the user  File Description The description of the file which specifies the type or category of the file Uploaded By The Subscriber role that has uploaded the file Uploaded Date The date and time that the file was uploaded Shared With Lists the Subscribers who have access to view this document (note: the Subscriber role who uploaded the file will have access to view the file but will not be listed here) Notes  Free text notes added by the Subscriber who uploaded the file. Note: the contents are visible to all participants of the Workspace Action  This is disabled if the logged on user is not in a Subscriber role that uploaded the file or has not had the file shared with them. If enabled, you can view the file from here, and remove the files that you have uploaded, as detailed further in the article. Uploading a new file  Workspace Summary screen From your Workspace Summary screen, select Files from the left navigation panel.  If no files have been uploaded, you are presented with the screen below. Files screen   From the Files screen, select Upload File. Upload Files screen   Click Browse File and select the file you wish to upload from your computer. Select a File Description which matches the type of file you are uploading Enter any notes relevant to the document that you would like other participants to see. Note: this is optional Choose which Subscriber roles you wish to share the file with No one (no other workspace participants) – Having this share option selected means only users with your Subscriber role will be able to view this file Selected participants – Having this share option selected allows you to chose which specific Subscriber role you wish to share the document with. This means that only users from those selected Subscriber roles (as well as yours) will be able to view this file  All workspace participants (including those that may join in the future) – Having this share option selected means that this file will be able to be viewed by all Subscriber roles in the workspace   Click Upload to upload the file and include into the Workspace   Note:  After clicking Upload, the file will upload from your computer. The length of time to upload will depend on your internet connection speed. Once uploaded, the file will be automatically virus scanned and if no viruses are found, the file will be displayed on the Files screen.   Viewing or Deleting a File If your Subscriber role has uploaded a file into the Workspace or you have had a file shared with you, you will be allowed to view the file.   To view the file, you can either click on the File Name or select ‘View’ from the action menu.   If your Subscriber role has uploaded a file into the workspace, you will also be able to delete the file.  To delete the file, select ‘Remove’ from the action menu.       ... View more