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BSN - JConvey - Solicitor - Quick Guide - v1.0

The document is a quick guide for using the BSN Juris Convey system, detailing how to log in and update cases within the system. It outlines the steps for updating various stages of the conveyancing process, including Acceptance of Appointment, Appointment Accepted, FA Execution, Stamping, and CTD. Each stage includes specific instructions on how to input data, attach documents, and save updates.

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0% found this document useful (0 votes)
1K views20 pages

BSN - JConvey - Solicitor - Quick Guide - v1.0

The document is a quick guide for using the BSN Juris Convey system, detailing how to log in and update cases within the system. It outlines the steps for updating various stages of the conveyancing process, including Acceptance of Appointment, Appointment Accepted, FA Execution, Stamping, and CTD. Each stage includes specific instructions on how to input data, attach documents, and save updates.

Uploaded by

cataleyyaa
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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BSN Juris Convey

Quick Guide

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How to…

Login to System

1. Enter the website address in the address bar of browser:


https://legal.bsn.com.my/jconvey/login.php

2. Enter the userid and password provided in the ID notification emailed to your firm.
How to…

Update a case in System.

1. Upon successful login, in Home menu, find the case that you want to update in Recent Cases:
https://legal.bsn.com.my/jconvey/login.php

2. The Current Stage is the stage in Conveyancing Process that must be updated either by lawyer or
bank. Double click on the case that you want to update.

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Current Stage for lawyer to update…

Stages and Checklists For Conveyancing Process

Acceptance of Appointment
– Current Stage for lawyer to update
Appointment Accepted
– Current Stage for lawyer to update
FA Execution
– Current Stage for lawyer to update
Vetting of Documents Snag
– Current Stage for bank to update
Stamping
– Current Stage for lawyer to update
CTD (Confirm To Drawdown) Lawyer 1
– Current Stage for lawyer to update
Acceptance of Appointment

How to update Checklist Item – No. 1 Accept Appointment:


1. Click Data Input and a window will pop out for you to enter information.

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Acceptance of Appointment

2. Enter all the required fields.


Note: Field marked with a red asterisk (*) means that you must enter information.

3. Click Save.

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Acceptance of Appointment

4. Now you can see the message ‘This Stage is Completed’.

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Appointment Accepted

How to update Checklist Item:


1. Attach - Letter of Offer
2. Documents to be purchased
3. Attach - Letter of Instruction
Appointment Accepted

How to update Checklist Item – No.1 Attach - Letter of Offer:


1. Click Upload File and a window will pop out.

How to update Checklist Item – No. 3 Attach - Letter of Instruction:


Repeat the same steps for How to update Checklist Item – No. 1 Attach - Letter of Offer.
Appointment Accepted

How to update Checklist Item – No.1 Attach - Letter of Offer:


2. Enter File Description.
3. Click Browse.

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Appointment Accepted

How to update Checklist Item – No. 1 Attach - Letter of Offer:


4. A window will pop out.
5. Choose the file in your computer (local disk) that you wish to upload.

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Appointment Accepted

How to update Checklist Item – Attach - Letter of Offer:


6. To upload the file, click New.
7. Click Completed check box.
8. Click Save.

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Appointment Accepted

How to update Checklist Item – Documents to be purchased:


1. Click Data Input and a window will pop out for you to enter information.

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Appointment Accepted

How to update Checklist Item – Documents to be purchased:


2. Enter Remark (Optional)
3. Click Save
4. Click Completed
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FA Execution

How to update Checklist Item – No. 1 to No. 3:


1. Repeat the same steps for How to update Checklist Item – No. 1 Attach - Letter of Offer
(Appointment Accepted).
FA Execution

How to update Checklist Item – No. 4 FA Executed:


1. Click Data Input and a window will pop out.
2. Click to input FA Execute Date.
3. Click Save.

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Stamping

How to update Checklist Item – No. 1 to No. 4:


1. Repeat the same steps for How to update Checklist Item – No. 1 Attach - Letter of Offer
(Appointment Accepted).
How to update Checklist Item – No. 5 to No. 9:
2. Click Data Input and a window will pop out for you to enter information.
3. Key-in remark for the selected checklist item whenever necessary.
4. Click Save.

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Stamping

Please note that each of the nine Checklist Items must be updated.
For any Checklist Item – No. 1 to No. 4 that is not applicable, e.g. No. 1 Attach – Receipt of DOA
Presentation, you can upload a dummy file and enter ‘Not Applicable’ under Remark.
For any Checklist Item – No. 5 to No. 9 that is not applicable, if the Exempted checkbox can be ticked,
click the Exempted check box and Save. (You may put ‘Not Applicable’ in Remark section).

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CTD (Confirm To Drawdown) Lawyer 1

How to update Checklist Item – No. 1 to No. 7:


Please note that each of the seven Checklist Items must be updated.

1. For any Checklist Item – No. 1 to No. 7 that is not applicable:


▪ E.g. No. 1 Reasons for Non Provision, if the Exempted checkbox can be ticked, click the Exempted
check box and Save. (You may put ‘Not Applicable’ in Remark section).
▪ If any of Checklist Item ‘Attach - <name of document>’, (Checklist Item No. 4, No. 6, No. 7) is not
applicable, upload a dummy file and enter ‘Not Applicable’ under Remark.
▪ If the Checklist Item is other than Checklist Item No. 4, No. 6, No. 7, click Data Input to enter
information and Save.

2. For any Checklist Item – No. 1 to No. 7 that is applicable:


• If the Checklist Item is ‘Attach - <name of document>’, (Checklist Item No. 4, No. 6, No. 7), repeat the
same steps for How to update Checklist Item – No. 1 Attach - Letter of Offer (Appointment Accepted).
• If the Checklist Item is other than Checklist Item No. 4, No. 6, No. 7, click Data Input to enter
information and Save.
CTD (Confirm To Drawdown) Lawyer 1

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