automation

Hi Irana, I will call you shortly to assist with this query.

Hi Ben, Thanks for the question!  At this stage there is no way to actually do this. I have taken your feedback and created a feature request ticket that I have passed directly on to the product team.

Hi @Amber Kidman18 ! Thanks for the question. Yes, the only way to duplicate a file when acting for both parties is to select File > Duplicate Matter. The data needs to be stripped out and re-entered on the layouts, otherwise we end up with data corruption issues... which is a bad time!

Our Development Teams will be looking at better catering to the conversion of data from one layout to another in the future (e.g. from Property Details in a Sale to Property Details in a Purchase), as this will be something we want to work well for the... (More)