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eCOS+ streamlines creating and compiling your NSW electronic Contracts of Sale. With a simple 4 step workflow you will be guided through ordering all necessary searches and certificates, editing, compiling and sending your contracts from triConvey. 

Table of Contents



Getting Started

For maximum efficiency, the following steps should be completed prior to Launching eCOS+: 


  • Create a NSW Sale of Land matter. 
  • Create & save a Matter Ref. 
  • Enter Vendor contact details. 
  • Enter Real Estate Agent details if applicable. 
  • Enter Improvements and Inclusions.




Launching eCOS+

1.    Open a Matter from the triConvey Desktop App. 


2.    To access eCOS+ either: 

  1. click the TRISEARCH tab and then select eCOS+ from the Matter Action Bar; or 
  2. select eCOS+ directly from the Matter Action Bar.
Tip:  This will launch eCOS+ in a separate window.





Step 1:  Order title & certificates

Title Search NOT ordered at matter creation Title Search ordered at matter creation
1. Order the relevant title search and select Place order.
2. The title search will now be available to view from the top of the page.
1. The title search will be available to view from the top of the page.


Prescribed documents will automatically be selected for your contract.  These can be deselected by simply unticking the checkbox next to the document.  

Tip:  If you deselect a prescribed document, you are able to reselect all prescribed documents by clicking Auto-select prescribed documents.


 

Make sure to scroll down the page, review the Contract watermark, make any amendments to the address and then click Place order.  

Tip:  The Contract watermark will not be able to be amended after this step.


You will be directed to Step 2 in the workflow, Front pages.




Step 2:  Front pages

The Contract will be prefilled with details populated from your triConvey matter and the title search.


All fields on the contract pages are editable.  


The List of Documents checkboxes on page 4 of the contract will automatically be checked in accordance with the prescribed documents ordered at Step 2 of the workflow.  The checkboxes can be manually checked or unchecked.


Once all edits have been made to the contract pages, select Save and continue.


You will be directed to Step 3 in the workflow, Special conditions.




Step 3:  Special conditions

When accessing the NSW Contract for the first time, you will be prompted to upload special conditions.  You can either upload a template that will be editable and reusable OR upload a static document that can be saved for future use but will not be editable. 


Multiple versions of special conditions can be uploaded allowing you to select the required set of conditions at contract creation.



Upload special conditions template for the first time

1.    Select either:

  • Editable template - to upload a template that will be editable and reusable; or
  • Document - to upload a static document that can be saved for future use but will not be editable.


2.    Select Continue.

 

3.    Either:

  • select from displayed documents saved to your triConvey matter and select Upload; or
  • click Browse computer and follow the prompts to upload documents from your device.  
Tip:  Make sure to have them saved to your device before uploading.


4.    The template will now be displayed for review.


  • If an Editable template was selected, the formatting tool bar will appear allowing edits to be made to the special conditions.

    Either:
    • select Save and continue - this will ensure the edits made only apply to the contract that is in progress; or
    • select Update in library - this will update your saved template for use in future contracts.

  • If a Document was selected, the formatting tool bar will be hidden as no editing function is available.

Either:

  • select Continue; or
  • select Add to library - this will save the document to your library for use in future contracts.


You will be directed to Step 4 in the workflow, Contract.



Upload multiple special condition templates

1.    Select Upload from the top right corner.


2.    Select either:

  • Editable template - to upload a template that will be editable and reusable; or
  • Document - to upload a static document that can be saved for future use but will not be editable.


3.    Select Continue.

 

4.    Either:

  • select special conditions saved to your triConvey matter; or
  • Browse from computer and follow the prompts to upload your special condition template from your device.


5.    Click Upload.


6.    The template will now be displayed for review.


  • If an Editable template was selected, the formatting tool bar will appear allowing edits to be made to the special conditions.

    Either:
    • select Save and continue - this will ensure the edits made only apply to the contract that is in progress; or
    • select Update in library - this will update your saved template for use in future contracts.

  • If a Document was selected, the formatting tool bar will be hidden as no editing function is available.

Either:

  • select Continue; or
  • select Add to library - this will save the document to your library for use in future contracts.


You will be directed to Step 4 in the workflow, Contract.



Manage special condition library

1.    Select the gear icon from the top right corner.


Manage your special condition library to:


  • upload additional special conditions by selecting Create new;
  • mark conditions as a favourite by selecting the star symbol; and
  • mark conditions as a favourite, rename or delete special conditions by clicking on the three dots.

2.    Select Close.


You will be directed to Step 4 in the workflow, Contract.



Switch between special conditions

1.    Click the Switch special conditions drop down menu.


2.    Select the special conditions required for your contract.


3.    The newly selected special condition template will be displayed.


When ready, select Save and continue.


You will be directed to Step 4 in the workflow, Contract.




Step 4:  Contract

The Contract step is where additional documents can be uploaded, the Contract can be rearranged and compiled and saved back into your triConvey matter.



Upload additional documents 

1.    Select Upload files.


2.    Either:

  • select from displayed documents saved to your triConvey matter and select Upload; or
  • click Browse computer and follow the prompts to upload documents from your device.  



Editing order of contract

The documents listed in the left panel act like bookmarks.  If you click on one of the listed documents, it will take you directly to that document in the compiled contract.

Documents can also be reordered.  Simply click on the 6 dots next to the document and drag and drop into place.



Share contract

To support sharing of large files, you can now generate a downloadable link to the contract that can be shared with the relevant parties.  


To do this select from either:

  1. Email link via triConvey - this will automatically launch an email attaching the link; or
  2. Copy link - to paste into your preferred communication channel.


The Contract can also be shared directly from your triConvey matter.  


Sharing link will automatically update when edits are made to the contract.  Once purchaser details or price are added, you will need to share a new link.




Frequently Asked Questions

Can I order multiple title searches?
No. Currently the workflow only supports ordering a single title or a strata title with the related common property title.

If you need to include additional titles in the contract, these can be ordered via the NSW title search page and uploaded into the contract via the Contract section of the workflow.
Can I view the title search that I have ordered?
Yes, the title search can be viewed from the Order title & certificates step.  They are also sent back to triConvey.
Why are documents automatically selected?
The documents that are selected are the standard list of prescribed documents required for a contract. From the list generated, the following documents will be automatically selected:
  • plans;
  • dealings (excluding mortgages and leases);
  • Section 10.7(2) certificate;
  • sewer service diagram; and
  • service location print.
Can I choose my own certificates to order for the contract?
Although a preselect option for the contract documents list cannot be set up, any certificates can be added or removed from the list.

If any of the prescribed documents are deselected, an option will appear at the top of the list to automatically re-select the default prescribed documents.
How do I edit my watermark for the contract?
The watermark for the contract is automatically prepopulated with the address from the land registry lookup. The watermark can be edited from the box located at the end of the Order title & certificates step. Once a contract has been ordered and the watermark generated on the general conditions pages, it is unable to be edited.
What happens if the data entered into a field on the contract is wider than the allocated field space?
If data that has been entered in a field that is bigger than the allocated space, the text will automatically wrap onto a new line so that all data is retained.
Where is the data on the front pages mapping from?
All data in the contract will be mapping from the triConvey matter with the exception of the following fields:-
  • The Vendor Solicitor data is mapping from the triSearch client details. If they are appearing incorrect, review and update details on the Settings page of your triSearch account.
  • The Land information is mapping from the LRS lookup associated with the title search.
What if I want to add my own signing page?
Inserting your own signing page can be done via the Contract upload files step.
How to I rearrange the order of the documents in the contract?
Once on the final step of the workflow, click the 6 dots next to the document you want to move and drag and drop to the new location.
How do I remove a document from the compiled contract?
To remove a document from the compiled contract, click on the information icon next to the relevant document. This will display the order information and include a toggle that allows documents to be included or excluded from the contract. All documents are included by default.

When excluded, the document will still appear in the list of documents but will be greyed out and will not display in the preview or compiled contract.

To add a document back in, simply switch the toggle back on.
How do I access my compiled contract?
The compiled contract is automatically saved back to triConvey once the Contract workflow has been completed in full. It will appear as "InfoTrack: eCOS Combined Document". When edits or updates are made to the Contract, all changes will be saved back to this file automatically so that it is always the most recent version. These updates can be seen by right-clicking on the document and selecting Show History of all files to see when the latest updates were made.
What if I want to save multiple versions of the Contract?
To save multiple versions of the contract within the matter, the easiest way to do this is to right-click on the Combined document and select Create PDF. This will create a separate document that can be renamed and will not update when changes are made to the contract within the triSearch platform.
Can I access any step in the workflow?
When creating the contract you cannot move forward in the workflow. You can move backwards in the workflow but you cannot skip steps.

Once the contract is fully compiled and all steps of the workflow are completed, you will be able to access any step in the workflow.
What document formats can be uploaded in the Other documents page?
Both Word and PDF documents can be uploaded.



Special Conditions Frequently Asked Questions

Do I have to upload a template every time?
No – once a template is uploaded, it is saved and will be available for all future Contracts.
Can I upload all my templates at once?
No – templates can only be uploaded one at a time as there is no bulk import function.
What document format is required for the template upload?
PDF documents can be uploaded however, they will be an attachment only and will not be able to use the editing and formatting features.

Word 1997-2003 version is not supported. These will need to be converted to PDF.
How do I set a template as my favourite/default?
The first template uploaded will be set as the ‘Favourite’ by default. This means that it will be automatically displayed for future contracts. To set a different template as the Favourite (default):

1.Click the gear icon from the top right corner of the Special conditions step.
2.Select the 3 dots next to the relevant template.
3.Select Favourite.

This will change the Favourite and add a star next to the selected template.
How do I delete a template?
1.Click the gear icon from the top right corner of the Special conditions step.
2.Select the 3 dots next to the relevant template.
3.Select Delete.

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