With a simple 4 step workflow you will be guided through ordering all necessary searches and certificates, editing, compiling and sending your contracts from triConvey.
Table of Contents
- Getting Started
- Accessing the Contract for Sale
- Step 1: Order title & certificates
- Step 2: Edit Front pages
- Step 3: Special conditions
- Step 4: Review Contract
Getting Started
Ensure that the following details are entered in your matter before launching One flow:
- Matter Number.
- Party you are representing.
- Property details (minimum requirement is to enter suburb, state, and postcode).
Accessing the Contract for Sale
For users on Version 9.9 of the triConvey Desktop App, there are three (3) ways to access the Contract for Sale, all of which will direct you to the Order certificates milestone of One flow:
1. Select eCOS+ directly from the Matter Action Bar; or
2. Click the TRISEARCH tab and then select eCOS+ from the Matter Action Bar; or
3. Select the TRISEARCH tab from the matter and select Prepare contract from the Quick launch milestone.
Step 1: Order title & certificates
1. If you ordered a Title search when opening the matter, proceed to number 4 of Step 1 below.
2. From the Order Certificates milestone, review the property details and select Place order.
3. The title search will now be available to view as a PDF document.
4. Prescribed documents will automatically be selected for your contract. These can be deselected by simply unticking the checkbox next to a document.
Tip: If you deselect a prescribed document, you are able to reselect all prescribed documents by clicking Auto-select prescribed documents.
5. Scroll down to review the Contract watermark.
6. Make any amendments to the address and then click Place order.
Tip: The Contract watermark will not be able to be amended after this step.
You will be directed to Edit Front pages.
Step 2: Edit Front pages
The Contract will be prefilled with details populated from your triConvey matter and the title search.
Tip: The AI Actions panel may recommend to Upload sales advice. Once sales advice are uploaded from the triConvey matter, the front pages will be updated with the details.All fields on the contract pages are editable.
The List of Documents checkboxes on page 4 of the contract will automatically be checked in accordance with the Prescribed documents ordered at Step 1. The checkboxes can be manually checked or unchecked.
Once all edits have been made to the contract pages, select Continue.
You will be directed to Special conditions.
Step 3: Special conditions
When accessing the NSW Contract for the first time, you will be prompted to upload special conditions. You can either upload a template that will be editable and reusable OR upload a static document that can be saved for future use but will not be editable.
Multiple versions of special conditions can be uploaded allowing you to select the required set of conditions at contract creation.
Upload special conditions template for the first time
1. Select either:
- Editable template - to upload a template that will be editable and reusable; or
- Document - to upload a static document that can be saved for future use but will not be editable.
2. Select Continue.
3. Either:
- select from displayed documents saved to your triConvey matter and select Upload; or
- click Browse computer and follow the prompts to upload documents from your device.
Tip: Make sure to have them saved to your device before uploading.
4. The template will now be displayed for review.
If an Editable template was selected, the formatting tool bar will appear allowing edits to be made to the special conditions.
Either:
- select Save and continue - this will ensure the edits made only apply to the contract that is in progress; or
- select Update in library - this will update your saved template for use in future contracts.
If a Document was selected, the formatting tool bar will be hidden as no editing function is available.
Either:
- select Continue; or
- select Add to library - this will save the document to your library for use in future contracts.
You will be directed to Review Contract.
Upload multiple special condition templates
1. Select the upload arrow icon from the top right corner.
2. Select either:
- Editable template - to upload a template that will be editable and reusable; or
- Document - to upload a static document that can be saved for future use but will not be editable.
3. Select Continue.
4. Either:
- select special conditions saved to your triConvey matter; or
- select Browse from computer and follow the prompts to upload your special condition template from your device.
5. Click Upload.
6. The template will now be displayed for review.
If an Editable template was selected, the formatting tool bar will appear allowing edits to be made to the special conditions.
Either:
- select Save and continue - this will ensure the edits made only apply to the contract that is in progress; or
- select Update in library - this will update your saved template for use in future contracts.
If a Document was selected, the formatting tool bar will be hidden as no editing function is available.
Either:
- select Continue; or
- select Add to library - this will save the document to your library for use in future contracts.
You will be directed to Review Contract.
Manage special condition library
1. Select the gear icon from the top right corner.
2. Manage your special condition library to:
- upload additional special conditions by selecting Create new;
- mark conditions as a favourite by selecting the star symbol; and
- mark conditions as a favourite, rename or delete special conditions by clicking on the three dots.
3. Select Close.
You will be directed to Review Contract.
Switch between special conditions
1. Click the Switch special conditions drop down menu.
2. Select the special conditions required for your contract.
3. The newly selected special condition template will be displayed. When ready, select Save and continue.
You will be directed to Review Contract.
Step 4: Review Contract
The Review step is where additional documents can be uploaded, the Contract can be rearranged and compiled and saved back into your triConvey matter.
Upload additional documents
1. Select Upload files.
2. Either:
- select from displayed documents saved to your triConvey matter and select Upload; or
- click Browse computer and follow the prompts to upload documents from your device.
Editing order of contract
The documents listed in the left panel act like bookmarks. If you click on one of the listed documents, it will take you directly to that document in the compiled contract.
Documents can also be reordered. Simply click on the 6 dots next to the document and drag and drop into place.
Share contract
To support sharing of large files, you can now generate a downloadable link to the contract that can be shared with the relevant parties.
From the Actions panel, select from either:
- Email link via triConvey - this will automatically launch an email attaching the link; or
- Copy link - to paste into your preferred communication channel.
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