Finding your way around the conveyIT Maestro homepage
This section will help you navigate around the many features and functions of conveyIT Maestro. Your conveyIT Maestro homepage opens with the dashboard displayed in the image below. There are a number of working areas within conveyIT Maestro.
Main conveyIT Maestro Tabs
The main conveyIT Maestro tabs run vertically down the left-hand side of the homepage as shown below:
The dashboard gives you an overview of your current activities. The tabs run horizontally showing details such as the total tasks due and overdue, conditions that are due today and, in the future, and settlements that are due today and in the future. When you click on each tab the detail of each of the tasks is shown in the working area of the screen.
The Workflow tab is the area you are likely to spend the majority of your time. The summary in the working area shows all your current active workflows. You can search for workflows both active and inactive from this screen.
The Contacts tab contains, as the name suggests, all the contacts that you will use during the process of creating and working with a workflow. It contains all your client information and information related to the various interested parties that you will deal with throughout the process of a conveyancing transaction.
The Reports tab provides you with a number of preformatted reports that contain lists such settlement dates that are due and tasks that are outstanding or the real estate agents you have worked with.
The final area is the Document tab. All the documents that are created by you when working with your workflows are shown here. This area allows you to reproduce any document that you have previously generated or to send any one of those documents to a client or interested party as an email.
There are other tabs or areas of conveyIT Maestro that you need to be aware of. These tabs run horizontally in the top right-hand corner of the homepage and appear directly after your username as shown below:
This area contains your personal information such as your name and contact details but it also contains some important control settings.
The Settings tab is an important area within the conveyIT Maestro system and controls a number of settings that will be used throughout the processing of a workflow transaction. It contains such information as the company profile, branding options and billing information. This area is only accessible by the administrator of the account. If you are not the administrator then this tab will not appear in the top right-hand corner of your browser.
The last area is the Help Tab. This largely speaks for itself and is the place you go if you need assistance in using the conveyIT Maestro system.