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  • Writer's pictureLeslie Leahy

Version 1.2.1 โœ๐Ÿผ

Today's update further enhances our signing capabilities and introduces a new way to track the settlement process after a contract has exchanged.

  • Signing Acknowledgement: You can now set your own "terms" that people must agree to in order to sign a contract.

  • Signature Audit Report: The "Signature Audit Report" has undergone a HUGE update and now records IP addresses and other metadata.

  • Guarantor Emails: Guarantors now get emails specific to them (instead of the 'purchaser' email).

  • Delete Draft Project: Draft projects can now be deleted.

  • Settlement Status: Once a contract is exchanged, you can now track its settlement stages with new statuses for unconditional, extended, default or settled.

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Signing Acknowledgement

Use the new "Settings" screen to add your own custom terms that each user type must agree to in order to sign. You can configure different terms for:

  • Purchaser Solicitors

  • Purchasers

  • Guarantors; and

  • Vendors


Signature Audit Report

The "Signature Audit Report" has undergone a complete transformation and now includes a huge amount of meta data to support evidence of signature, including:

  • IP Addresses of all signing parties

  • Details of the device, and web browser used to sign

  • Timestamps for all email events including

    • Email sent

    • Email received

    • Email opened

    • Link clicked (contract opened)

  • Security method used to access the contract (eg: SMS Code)

  • Timestamps for all signing events, including

    • Date signed

    • Location (lat/long)

    • Signature ID (unique token for each signature)

  • We now also include the full "Contract History", which mirrors the "Status" panel found on the right of a contract


Settlement Status

Exchanged contracts now have additional "Settlement Status" options to help you track the progress of a contract beyond exchange. The settlement status can be set from the Sales Schedule, or Lots screen (on "Exchanged" lots only) and has the following options:

  • Unconditional

  • Extended

  • Default

  • Settled


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