This article describes the functionality of the integration between Unity® Practice Management and Unity® Search 

Conveyancing Search

When connected to a case:

• Click on Conveyancing Solutions drop down
• Select Conveyancing Search

This will open a side bar to Verify Property Details, if details are already present this screen will pre-populate.

• Add or change the address here if required
• Click Confirm And Order
• It will open into Unity® Searches
• Complete the search as normal and once done it will return to the Unity homepage

Orders Summary

Provides a summarised list of all orders on all cases filterable by case or user

• When not connected to a case click on Conveyancing Solutions
• Select Orders Summary
• This will display all cases practice wide showing details on
  • • Order Date
    • Address
    • Status 
    • Completed searches
• It also provides Actions for each case:
  • • Save to Case
    • Create E-Chit

Save to Case

• Clicking on the Eye symbol of the Completed  section will show how the total number of searches requested on this order along with their respective statuses.
• Under the Action area Save to Case you can:
  
  • • Edit individual document name, date, version, add labels, notes and select the save folder location
    • The Bulk Actions tab allows edits to all document and upload them collectively in a single step
    • Click Upload when complete

Any Documents saved are accessible through the main menu in Documents

Create E-Chit

• Create a financial transaction E-chit from Order Summary, click Create E-chit
• Financial details are retrieved directly from Unity Searches and shows the total cost of the order
• Complete mandatory elements of E-Chit
• Click Proceed
• The E-Chit has then been posted to the relevant Ledger

Unity® Searches

• Select Go to Unity® Searches  to be taken directly to the Unity® Searches platform for more detailed exploration of order statuses.