Version 1.9.1

Today's update includes a major upgrade on our general document signing functions, our new PEXA Projects integration as a beta test, more project contract notification options and a number of general enhancements.

🖊️ Sign Any Document

We've performed a major upgrade on our general signing function, both in the conveyancing and business versions of OPEX. Enhancements include:

• Total wizard process redesign for ease of use
• Removal of six person signing limit
• Ability to place merge fields and signature panels directly on the preview step
• Improved "parties" screen with ability to show/hide fields that are infrequently used
• Now sends to all signing parties at the same time by default
• Option to specify signing order of parties instead of sending to all parties at the same time
• New settings screen for OPEX for Business clients
• Ability to assign documents to categories
• Ability to create/rename categories in settings
• SMS code shown in history
• Ability to limit the signing options (draw it, type it, upload it) in settings
• Ability to add an optional message in the email received by all signing parties
• Add more email addresses to be notified when the document is exchanged
• Improved document user access options
• Improved document list screen:
  • Shows signing progress as a "progress bar"
  • Shows documents you do, and don't have access to
  • New feature to request access to a document
  • Ability to approve access to a document from the email request

✉️ More Email Notification Options

You can now nominate users to be notified by email when the below events occur on a project contract:

• Contract Sent to Purchasers
• Contract Signed by Purchasers
• Contract Signed by Vendors

🔗 PEXA Integration Enhancements (beta)

We've released a beta version of our PEXA integration which can be turned on via integration settings and includes the below improvements.

• New wizard process redesign for ease of use
• New "child title import" function
• Ability to automatically "match and link" purchaser solicitors to their PEXA Subscriber ID
• Details on how to set the "Frequently Represented Party" in the wizard process, including the ability to email instructions to another team member directly from OPEX
• Ability to set the settlement date and time for Workspaces directly from OPEX
• New project dashboard widget that shows Workspace status

📊 PEXA Reporting Datapoints

New datapoints in the reporting and email campaigns system for:

• PEXA Workspace ID
• Lodgement Status
• Settlement Date
• Settlement Date & Time
• Settlement Acceptance
• Settlement Status

🔧 General Improvements

• The "s66w" string has been removed from the purchaser solicitor email template
• Changes to default values to better align with most used options
• New "Direct Line" phone field for admin/legal users
• A new option in project settings to allow developer users to delete draft contracts