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We're very excited to release our first first update since our product launch, and oh boy is it a big one! Check out this list of awesome new features:
Big Stuff
A new contract "Auto Process" function that automatically moves a contract from party to party as needed during the signing process; including
Email notifications to all parties throughout the signing process as needed
Ability to set authorised signatories for vendors
Ability to set the signing order for vendors
A new "Status" panel that shows where a contract is in its journey
A new feature to specify when a deposit has been received for a contract
A new Task bar on the dashboard for law firm users with improved options
Small Stuff
Unit number column added to the Sales Schedule
When uploading "paper contracts", the widgets and statistics now update accordingly
New merge fields for "Initial Deposit", and "Deposit less Initial Deposit"
New merge fields for the buyers ABN and ACN
An option to turn on/off the ID Verification feature at the project level
Enhanced purchaser tenancy to support unequal tenants in common
Cool right? Keep reading to learn about these changes in a bit more detail. 😉
Auto Process
The new Auto Process feature is awesome - it allows you to configure the journey you want your contracts to take, at the project level, including email notifications, authorised signatories, and even "check points" where you can confirm contract conditions have been met before releasing it to the next step.
Once you send your contract for signing its progress is tracked via the new "Status" panel, this panel is visible for law firm, developer and agent users - so everyone will always know where a contract is in its journey.
Confirm Deposit
Confirm receipt of deposit directly from the contracts list, this can also be seen (but not updated) by developer and agent users keeping everyone in the loop.
This enhancement has allowed us to improve the "Sales & Deposits" widget, which now shows the deposits received, and what is still "Pending".
Tasks Bar
The new "Tasks" bar has been enhanced and now includes the following options:
Contracts to sign under POA
Contracts pending confirmation of deposit
Contracts pending final confirmation
Special conditions awaiting review and approval
Clicking on any of the numbers will take you to the items thats you need to action.
