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Hayley Roughley Admin

This month's One flow release includes the following refinements:


Refinements


  • Multi-lot titles
    Multi-lot titles are now available for Sale, Proposed sale and Purchase matter types.  Verify and order multiple titles at the same time and access a list that contains all plans, dealings and certificates related to all titles.



  • Purchase and Sale milestones

The Searches and certificates and Fee summary milestones have been moved from the top of the left menu and placed at the bottom of the left menu.



  • Quick launch for Purchase matters 

When launching a Purchase matter from the triSearch tab for the first time, you will be directed to the Quick Launch milestone. From here, you can select where to begin your Purchase matter such as uploading a Contract or Verifying the identity of your client.


Prefer not to start with either of those options? You have the flexibility to begin from any milestone at any point, empowering you to navigate the process in any order you choose.


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