Client's conveyancing page

How to locate a vendor or buyer conveyancing page in movebutler

To find a client's conveyancing page, click into the Transaction Overview page, then click 'Manage Client'.

You will land on the Client Overview page.

Next to the 'Compliance' tab, you will see the 'Conveyancing' tab.

Click 'Conveyancing'. 

You are now in the conveyancing case page for this client. 

Below is a short video demonstrating that journey:

How to navigate to the client's Conveyancing page in a transaction