An observation is a note or message that you send to the other side. This message will be combined with a task or action you would like them to carry out. This prompts the other side to read/complete/upload a document or request a search. This allows both sides to speed up the transaction process by ensuring each side has done … Read More
How do I make a new observation?
There a number of places to make an observation, however the most obvious is from the Observations widget itself. Adding a single observation Scroll down to the Observations widget on the transaction page and press the button that says ‘Add observation’. A pop-up will appear and you can: Choose an Observation from our list of templates, doing so will populate … Read More
Can I remove an observation?
You cannot remove an observation, however if you take the observation through the steps of the traffic light system it will go green and thus be completed.
What is the ‘traffic light’ system and how does it work?
The traffic light system is a system during which an observation changes colour depending on its status. This allows both sides of the transaction to keep on top of one another’s progress. Once the initial observation has been made, it will appear as a red ‘Action Required’ alert on the other side’s transaction page. Once they have then completed the … Read More
Do I have to refresh the screen to see updates to the observations?
Nope! The page responds in real time so the updates to the observations will happen as and when they happen in real life, no need for a page refresh every 10 minutes!