Securexchange

Modified on: Wed, 26 Jun, 2024 at 9:06 AM

Securexchange is a digital solution that allows you to securely share Contracts, Other Documents and Bank Account details with parties of your transaction.

Getting Started
Review Firm and User Settings
Launch Securexchange
Upload Contract
Invite parties to securely view contract or document from the workspace
Send for signing
Securely share or request account details
Date and exchange the contract
Tracking
Frequently Asked Questions

Getting Started

First time users of Securexchange will be prompted to create an account after launching it from the Matter. We also recommend first time users to refer to Review Firm and User Settings instructions below.

For return users, ensure that the Contract being uploaded to the workspace is saved to your triConvey Matter.

Review Firm and User Settings

1. Click the arrow next to your name on the top right of the Dashboard.

2. Select Account Settings.

3. Review your details and change if required.

4. Select Your firm.

5. Review and complete Firm details.

Tip:  Enter Trust Account details in Firm details so that account details are automatically prefilled in the Funds section.

6. Review and Add users at Your team.

7. Review and customise Securexchange colours and branding at Theme and logo.

Launch Securexchange

1. Open a Matter from the triConvey Desktop App.

2. Select Securexchange from the Matter Action Bar.

Tip:  This will launch Securexchange in a separate browser.

Upload Contract

1. Select the Contract or documents to upload to the workspace.

2. Select Continue.

Tip:  Select Skip if you do not want to upload a Contract or document at this step.

Invite parties to securely view contract or document from the workspace

1. Tick the boxes next to the parties to invite to the workspace.

Tip:  Ensure that their mobile number is entered.

2. Select Share contract and invite parties.

Tip:  The invited party will receive notification of the invitation.

Additional parties can be invited from the workspace if you skip this step. To do so:

1. Click Invite next to the parties name.

2. Follow the prompts to invite parties.

Send for signing

1. From the Documents tab of the workspace, select Send for signing.

2. Add a signer by selecting the name from the drop-down menu.

Tip:  If there are multiple signers, tick the Add signing order checkbox to create a signing sequence.  Each recipient will receive a notification when it is their turn to sign.

3. Click Next.

4. Drag and drop signing tags into place on the document.

Tip:   Signing tags can be copied to all or some pages.

5. Click Finish & send FREE.

Tip:  If you are sending Other Documents, the green Finish & send button will display a price.  Only Contracts for Sale are free to send.

6. The parties requested to sign the Contract will be notified by email and in the workspace.

1. Select the Funds tab from the workspace.

2. Select Create fund transfer.

3. Select from either Share bank details or Request bank details.

4. Complete required details for selection made.

5. Select Submit.

Date and exchange the contract

Once the Contract or document has been signed you can select from the following actions:

Date and exchange - to date the Contract, issue automatic notifications of completion and provide a Completion certificate.
Add signers - to pause the transaction so that you can add additional signers before proceeding to Date and exchange or Finish signing.
Finish signing - emails a copy of the completed documentation and provides a Completion certificate.

The most common workflow will be to Date and exchange. You will be notified by email and in the workspace that all parties have signed the Contract.

1. Click View & Finalise.

2. Review the signed Contract and click Date and exchange.

Tip:  You can also choose to Add Signers or Finish signing.

4. Click Date & Complete Contract.

5. Drag and drop the Date signed tag into place.

6. Click Finish & send FREE.

Tracking

1. You will be notified when a party takes any action within the workspace, such as downloading a document or bank details being shared.

2. All workspaces and their Status can be viewed from the Securexchange Dashboard.

Frequently Asked Questions

Will invited parties be notified that they have been invited to join a Securexchange workspace?

All parties invited to the Securexchange workspace will receive an email with a link to access the workspace. Before they can join, they will be required to enter an authentication code which will be sent via text message.

Is there a limit on how many parties can be invited to the workspace?

There is no limit on how many parties can be invited to the workspace.

What file types are supported?

Contract documents must be in PDF format but any other document type i.e., letter, tax invoice, receipts can be JPG, PNG or PDF.

Can parties be invited to a workspace after a document is uploaded to the workspace?

Yes, but instead of uploading a document (refer to Upload Contract instructions above) select Skip at this step. You will be directed to the workspace where you can upload documents from your Matter or your computer. Then from the Parties panel on the right of the workspace click Invite on the parties that are to be invited and that the document is to be shared with.

If additional documents are uploaded to the workspace, do I need to re-invite the parties to view the newly uploaded documents?

No, once a document is uploaded to the workspace, all parties will be notified by email that additional documents are available for viewing in the workspace.

Are funds guaranteed or insured?

Your client's funds are protected for up to $1,000,000.00 when trust or bank details are securely shared within Securexchange and verified by Securexchange.

If bank account details are being shared via the workspace, can any party in the workspace view those details?

Only the intended recipient will be able to view the status of a funds request from the Funds dashboard.