WorkCloud Applications

Conveyancing User Guides 14

• How to add the Property Address to your conveyancing matter
• Conveyancing Participants
• WorkFlow - Steps in the conveyancing transaction and what they mean
• Tracking Key Dates for your Conveyancing Transaction
• List views for Conveyancing Add on

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Installation and Sales 5

• Issues with Conveyancing Installation
• Conveyancing Add on Cost & Cancellation terms
• Cancellation Request - Conveyancing Add On
• Add us to your Actionstep Database for Support
• Tax invoice not provided for monthly subscription

InfoTrack Integration by WorkCloud 7

• Ordering InfoTrack Searches via the WorkCloud Conveyancing App
• Revoke WorkCloud connection to your Actionstep database
• InfoTrack Mapped Fields
• InfoTrack Order History & Order Reconciliation
• Add your Infotrack Username and Password

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Safe Custody / Deeds Add on 3

• How to record the storage of a Safe Custody Document/Item
• How to record the removal/movement of a Safe Custody Document/Item
• How to create a new Packet

PEXA Integration 1

• PEXA Integration - Coming Soon

Settlement Calculator 1

• Settlement Calculator is not Downloading