This article will show you how to:
- Create a new Subdivison matter
- Add Property Details
- Add more than one Property
- How to add Third Party
To create a new Subdivision matter, follow the steps below:
- Click New Matter from the Home Screen
- Select State: VIC
- Select Matter Category: Conveyancing
- Select Matter Type: Subdivision
- Click Create
- Enter the parties, including all relevant details.
- Select Property Details and enter the Address, Improvement Details, Property Details and Manner of Holding.
- Select the Title Particulars tab to enter the relvant title particulars.
- You can add details for the following common contacts:
- Council;
- Surveyor; and
- Mortgagee, the Mortgagee Solicitor and Mortgage Details.
- To add Uncommon Contacts to your matter, open the Matter Settings and select the appropriate contact from the Parties & Data available for your matter.