The conveyancing app includes a range of participants that you can add to each matter.
Some of these are mandatory and others are optional. Various participants are also requested to be captured as you move through the workflow (on step change).
Description of some of the key participants
This is the contact record who is the 'Buyer' of the property you are transacting. The Buyer in some States is also referred to as the "Purchaser"
This is the contact record that is selling to the buyer, in some States this is also referred to as 'Vendor'
This is the contact you are acting for and will receive the bill.
So that the Conveyancing app can accurately populate the range of Precedents, this contact should not be the buyer, seller or client and must be the actual physical address of the property you are transacting. This is so that this merges correctly on to the precedents, templates and forms included in the matter.
Be sure to fill in the physical address boxes correctly as Street Address, City (Suburb) and Post Code so that they merge correctly on the various documents.
The property address is also coded to be the 'Primary Participant' so it appears in the top right hand corner of the matter.
Because the Property is now a contact, Actionstep will now keep a history of all the matters involved with that property. This can be handy for future reference should you transact that property again in the future.
There are many more participants on the conveyancing file like Bank, Otherside_Solicitor, Council, Settlement Venue but these are generally self explanatory.