Conveyance

Contents

Use this area to record vendor and purchaser conveyance details. The conveyance details may be entered so that various accounts, invoices, or mail merge documents may be printed directly to the respective parties. All conveyancers, whether they are Solicitors, Settlement Agents or Conveyancers must be entered into the Contact database and should be assigned a category of Solicitor, Conveyancer or Settlement Agent (whichever is applicable).

1. Click on the Properties Function/Menu button.

2. Select the Contracts Option Button.

3. Ensure the correct Department is displayed/selected in the Department Drop Down List.

4. At the top of the List of records area enter your search criteria in the Look for field. You may

search for a Contract using any of the Address fields, for example 12 Middlegate Street, Sydney. You may enter, 12 or Middlegate or Street or Sydney. Note: You are also permitted to enter abbreviations such as “Mid” or part of the word contents such as “gate”.

5. Click on the Find Now button.

6. The system will display all results in the List of records area below.

7. Double left click on the Contract to display its details in the Active Window.

8. Click on the Vendor Conveyancer tab, click on the Name button. The Select Solicitor,

Vendor screen will be displayed.

9. All contacts that have been entered with the Solicitor or Conveyancer category attached will

be displayed. Alternatively if the Solicitor/Conveyancer/Settlement Agent you require is not displayed, use the Look for area to locate the Solicitor/Conveyancer or click on the Add New button to add a new Solicitor/ Conveyancer.

10. Once the Solicitor/Conveyancer/Settlement Agent is selected you may update the Notes area,

Send E-mail or Mailmerge if required.

11. To display all Contact details for this Solicitor/Conveyancer/Settlement Agent click on the

icon.

12. Click on the Purchaser Conveyancer tab and repeat the above process for the Purchaser’s

Conveyancer.