Conveyancing User Guides

How to add the Property Address to your conveyancing matter
So that the property address for your transaction can be merged into various locations such as Forms, Templates as well as into the search integration th...
Tue, 20 Nov, 2018 at 12:16 PM
Conveyancing Participants
The conveyancing app includes a range of particpants that you can add to each matter.  Some of these are mandatory and others are optional. Various pa...
Sat, 25 Aug, 2018 at 12:18 PM
WorkFlow - Steps in the conveyancing transaction and what they mean
The Conveyancing App has an in built workflow to help you manage your conveyancing transaction better and more efficiently.  The following table desc...
Sat, 6 Oct, 2018 at 5:45 PM
Tracking Key Dates for your Conveyancing Transaction
The conveyancing app comes pre-loaded with the following Key Dates   To access the key dates, simply click on the Key Dates 'Data Collection' ...
Sat, 6 Oct, 2018 at 5:48 PM
List views for Conveyancing Add on
The conveyancing application includes a range of 'List Views' to help you manage your conveyancing matters and the parties involved. Under the...
Sat, 25 Aug, 2018 at 12:29 PM
Why VIC doesnt have contract for sale
Regarding the Contract of Sale, when the Victorian App was created the precedents were collaborated and collated with SAI who advised WCA that they conveyan...
Wed, 27 Feb, 2019 at 10:26 AM
Generate a Conveyancing Forms, Precedents and Templates
Question: Where are the precedents for Conveyancing Add on? Answer: All the precedents are located under the GENERATE Button (green folder ic...
Fri, 15 Feb, 2019 at 12:37 PM
Settlement Statement (Statement of Adjustments)
The WorkCloud Conveynacing add on includes a dedicated Settlement statement. This is found under the Integrations Tab within any conveyancing matter. ...
Thu, 31 Jan, 2019 at 8:35 PM
Lexon Templates for QLD Conveyancing
Question:  Does the QLD Conveyancing add on include LEXON templates? Answer:  The correspondence templates are originally based on the Lexon templa...
Fri, 22 Feb, 2019 at 11:44 AM
PEXA Integration
Where is PEXA? Currently there is no integration between the Actionstep Conveyancing Add on and PEXA.  However the good news is that the integration...
Tue, 2 Apr, 2019 at 6:04 PM