conveyIT Product Release: July 2019

Our latest product release includes improvements and fixes available immediately and also includes the initial roll out of our new Smart Processing feature.

Here\’s an overview of what\’s included:

New Features

 

Smart Processing

This month\’s product release is an exciting one as we begin to roll out Smart Processing. The culmination of a lot of development work, Smart Processing will save users time and \”clicks\”.

 

Improvements

 

New Destination for the Help Button

The Help hyperlink/button now goes to our new Help Centre.

New Couple Contact – No Longer Automatically Copy Partner 1 Email 1 to Partner 2

This is a refinement of the process when creating a new couple contact.

 

Fixes

 

New Couple Contact – Physical Address No Longer Copied to Postal Address

We found that when creating a new couple contact, the physical address was incorrectly being copied to the postal address also. This no longer occurs.

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New Feature: Single Sign-On (SSO) for ConveyIT

What is Single Sign-On (SSO)?  SSO is an authentication method that allows users to sign in using a single set of credentials (e.g., a Microsoft 365 account) to access multiple independent software systems. With SSO, you no longer need to remember separate usernames and passwords for different applications. It simplifies, secures, and streamlines the authentication

Why law firms trust ConveyIT.

Law firms need efficiency, accuracy, and compliance in their conveyancing workflows. ConveyIT delivers all three. See how we can transform the way you work today.

Too many emails, not enough clarity? Keep everything in one place with ConveyIT.

Sifting through email chains for key updates? Chasing responses when time is tight? It’s an inefficient way to manage transactions. ConveyIT keeps everything in one place—documents, progress updates, and critical deadlines—so nothing gets lost, and you always have a clear view of what’s next. Less back and forth, more control.

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