When you get started on your transaction we’d recommend you do a little bit of housekeeping and double checking!

By housekeeping, we mean tidying up the document section of the transaction. This section contains an icon for each different document type, if for example, you know that the property is not a new build, you can drag the new build documentation icon out of the widget and it will disappear so you’ll know you don’t need it. The system will also remove it from the other side of the transaction too, so the solicitor on the other side will also know that that document is not required. If you find out you need it back, it will live in the little dustbin on the top right hand side of the widget!

The screen is created by a series of boxes called ‘Widgets‘, we’d also recommend to give these a wee shuffle around to suit your work flow and your preferred order. These Widgets are moved around by clicking on the top bar and dragging them around the screen. They can be full screen width or half screen width. The system will remember the order you set them in so every transaction will have the same order on a user by user basis.

We’d also recommend double checking your transaction details are present and correct, just so that you know that any documents you create will be populated with the correct info!

There are three ways to get a document into the document section on the transaction screen; the following two are how to upload an existing document.
The first way is to head into the relevant icon in the document section and click on ‘Upload Doc’ from the tool bar along the bottom of the pop up box. This will them take you into the local files on your computer where you will be able to select the document you wish to upload.

The second way is to drag and drop the icon from another window or from your desktop. This is a particularly quick way to upload documents!

Both methods will prompt the system to ask you what type of document it is ‘Main’ (shared) or ‘Associated’ (not shared) and whether you’d like to rename the document.

When on the transaction page, there are a couple of places where you can find the link to send an email, however the most obvious is the one where your client details are, on the top left of the screen. By clicking on your client’s email address is (shown in purple) you will open up an email dialogue box, this will ask you to fill in the details of your email, and then you are able to add the content. We have added a selection of standard email styles for you to choose from, as well as giving you the option to compose your own email. The styles are also intuitive so for example, if it says ‘I have attached a copy of xyz.’ the system will know what ‘xyz’ is and will attach a copy automatically for you. Easy Peasy!