From within your conveyancing matter you firstly need to launch the Konekta Plugin.
From the Konekta Launch Page select Create Workspace under the PEXA heading.
Step 1 - Validate Title Reference & Create initial workspace
You then may be asked to log into PEXA. It is a PEXA security requirement that you must sign in to PEXA again after 12 hours, so in other words you will need to sign in each day you use PEXA. if you have not done so previously. Once you have logged in, Actionstep will automatically push across your data from your matter (ie Land Title Reference, Transaction details and party details)
You will note that the transaction and part details are greyed out for the time being (see step 2 below). At this stage your initial step is to simply validate the title reference. If satisfied with data click on validate.
You will then be prompted to Create New Workspace
Step 2 - Validate Transaction & Party Details
You will now be asked to cofirm the transaction and party details. This has been pushed across from your data collections and participants on your conveyancing matter.
***NOTE When creating a PEXA Workspace using the Konekta integration, it is possible that the address may not be populated correctly. This is because Actionstep stores addresses in the fields Address Line 1 and Address Line 2, whereas PEXA has individual data fields for each portion of the address such as Road Number, Name, Type, Suffix etc.