Product Updates

Not all updates need to be HUGE with mind-blowing features, we'd prefer to deliver improvements to you as quickly as we can - even if that means lots of point releases - like this one. Our little 1.0.1.2 release adds the following features: Return a contract to a "Draft" state after it has been issued (so long as no one has signed it of course); and Delete contracts that are in a "Draft" state While not super exciting, these small changes will allow you to make adjustments to your contracts if the buyers lawyer requests them... and to delete any "Oops!" contracts you might create.

Sometimes things don't go to plan. You may discover something is wrong with a contract after a purchaser has signed it, maybe there is a spelling mistake in their name, or perhaps the address provided on the sales advice wasn't correct. It happens. So what do you do? Sure, you can issue a new contract - but who has time for that. Instead we've introduced a change that allows you to return a contract to a draft status even if someone has signed it. Yes, even if it has a signature on it. Hear us out... You'll now see a "Return to Draft" button for all contracts, in any state except "Draft" and "Exchanged". When returning a contract to draft with signatures on it, you'll be warned that returning the contract to draft will remove all signatures and reset the contract back to its original state - this allows you to make your changes without having to re-enter all the data, and just shoot it back to the purchaser. Who then just re-signed and submits the contract. This change saves you time, and maintains the integrity of the signing process. It's a win-win. 😄

In this update we tweaked a number of features based on your feedback, and added a new option in project settings. Here's a summary of what's included in this release: A new option in project settings that forces all contracts to be sent directly to the vendors lawyer for signature under POA - this removes the need for the vendor to login to approve contracts Guarantors can now have the same email address as a purchaser, and when they do can sign as both the purchaser and guarantor in a single session Initials panels are no longer automatically added to 'additional attachments' in contracts The purchaser solicitor "Fax" field has been replaced with a "Phone" field, and the merge data updated accordingly New POA Setting Have a vendor that wants you to take care of business and doesn't want to hear from you until the project is all sold? Have we got the solution for you! Simply turn on the new project setting called "Send contracts directly to the Seller Solicitor for signing under POA" and contracts will come to you as soon as they're signed by the buyer - ready for execution under power of attorney.

In this update we enhanced the "Additional Improvements" for projects, made the power of attorney signing more flexible and added a few other tweaks. Here's a summary of what's included in this release: Add your own "Additional Improvements" to a project Our "Input Fields" have been enhanced, we now have two versions so you can specify which user type can add text in the fields "Text Input (Purchaser)"; and "Text Input (Vendor) The "Short Description" of a contract element now shows in the contract preview An option was added to the "Sellers" to prevent specified authorised signatories from receiving emails The power of attorney signing was enhanced so you can partially sign under POA (eg: you can sign on behalf of one vendor, then send it to another to obtain their signature) Text Inputs You'll now find two "Text Input" fields, these allow you to specify where you want input from a buyer, or from the vendor. Additional Improvements You can now add your own user defined "Additional Improvements" to a project.

In todays update we've introduced a new merge field called "Improvements List - Vertical", which allows you to now choose between having your improvements list as a horizontal string, or a vertical list. The new vertical option is especially handy for projects with a long list of improvement options. 😉

In this update we added support for all Australian states, made "lot numbers" editable and, as always, added a number of user requested features and tweaks. Here's a summary of what's included in this release: Create a project in any state of Australia Edit lot numbers for a project (they don't have to start from "1"), and support for alpha numeric characters A button that allows users to download a PDF copy of the contract from the contract preview screen (the button is under the 'status' panel) The ability to change the master contract template for an issued contract (so long as no one has signed it, including an audit log of the changes) An update to the default s127 string A new setting that allows developer users see contracts of any status (except "Draft") Removal of the "Via Email" button when sending a contract (as we've moved to the auto process method now) A new setting to enforce signatures from purchaser solicitors All States You can now create a project in any state in Australia! 🇦🇺 Download Button Click the "Download" button under a contracts status panel to get the latest PDF version of the contract - if someone has signed the contract, their signatures will be included in the PDF. 😉 Contract Template Version So you've issued your contract to the purchasers, then you get an updated copy of the plans. Perfect timing. 🙄 Now you can upload the new plans as a contract element, publish a new version of a master contract and swap out the contract template without having to re-issue the contract . 🥳 OPEX will also record who made the change, and when for full transparency. ...there is just one caveat, there must be no signatures on the contract. If someone has signed it, all bets are off.

In todays update we've introduced a new project setting that allows you to provide more functionality to agents when creating contracts of sale, specifically allowing them to add "Additional Pages" to a contract. This option is available right now in "Project Settings". 😀 Purchaser TFN Merge Field We also added a new merge field for "Purchaser's TFN". 😉