🏗️ WIP
This page is a work in progress. A complete help site is currently under development, but the information on this page may serve as a starting point during the preview period.
Setup
Settlement Reminders can be purchased and installed/deployed via the Azure Marketplace. After the preview phase is complete, detailed instructions, along with all relevant links, will be provided in this section.
Reminder Configuration
Configuration is the name given to the default set of reminders available for a property transaction. You can select whether you are representing a buyer or seller (purchase or sale) and whether the property has strata or not (for a total of 4 sets of default reminders).
Reminders can be configured by visiting the Portal (or clicking Login above).
A default set of reminders has been populated for NSW based on relevant legislation. If you don't do anything else, and you are based in NSW, when using the add-in this default configuration will automatically apply.
When setting up a company in Settlement Reminders, you can create a new configuration from scratch, or you can choose to copy the state defaults - this will load the default state configuration into your company configuration which you can then amend. All reminders are customisable, allowing you to:
- Change the reminder text
- Change the date the reminder is related to (Exchange or Settlement)
- Change the number of days, business days, weeks, or months before or after the date the reminder is due
If you set up a company configuration, everyone in your company will get these reminders by default if they do nothing else.
You can also set up a personal configuration, which again can be copied from the company or state default, or created from scratch. If you create a personal configuration, this will be what is used when you use the Outlook add-in.
Using the Outlook add-in
Before using the Outlook add-in, a Company must be created in the Portal (see Setup above).
You do not have to create any custom configurations - you can use your state defaults - but you must create an account and a company. If somebody has already registered your company in Settlement Reminders, you only need to sign in, and your company will be automatically detected and assigned to you (Note: this is based on the email address of the Microsoft account you sign in with).
Deploying the add-in
The add-in is automatically installed for your whole company when an administrator purchases Settlement Reminders from the Azure Marketplace. If you are an administrator, and you are interested in using Settlement Reminders during the preview phase, please contact us using the form below and we will provide instructions on side-loading the add-in for your users.
Creating reminders
For a walkthrough of how to use the add-in to generate reminders, see the video on the video on the home page.
Request support
If you can't find the answers you're looking for on this page, use the form below to request additional support. A member of the Settlement Reminders team will respond within 2 business days.