Table of Contents
Create a SA Subdivision of Land matter
1. Select New Matter from the triConvey Home Dashboard.
2. Select State: SA.
3. Select Matter Category: Conveyancing.
4. Select Matter Type: Subdivision.
5. Click Next.
Complete Matter Details
1. Double-click Info and complete required details.
Tip: Not all details need to be entered immediately. However, it is best practice to enter as much information as possible to save yourself time when generating documents.
2. Double-click Client and complete required contact details.
Tip: To add an additional Client, right click on Client and select Add Client.
3. Double-click Property Details and enter the Address, Authority References, Tenancy Details and Contract Details.
4. Select the Title Particulars tab to enter the relevant title particulars.
5. To add uncommon contacts to your matter, select the gear icon from the top right corner of the Matter.
6. From Show/hide details for this matter, select the additional contact/s to be displayed in Matter Details.
Tip: You can add details such as Council, Surveyor and Mortgagee.
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