Top Tips for a Smooth Move to Unity

More than 1400 DoProcess customers have already made the move to Unity® and their feedback has been invaluable in helping us continue to improve the transition experience. We have resources and support ready to help with the transition, but we’ve also outlined four key steps you should take in advance to ensure your move to Unity will be as smooth as possible. We’ll review the technology you use to access Unity, as well as what you can do to get up and running on Unity quickly.

  1. Ensure your computer is ready for Unity

Unity is a web-based practice management system you access via a web browser on your computer. This means that unlike The Conveyancer®, there is no software installed on your office computer – Unity lives entirely in the cloud.

This means that similar to using Netflix (or any other web application), Unity relies heavily on your computer and your Internet connection. Is your computer new and fast, or does it struggle to keep up? For the best possible Unity experience, we recommend you use a modern computer with a modern web browser. So what do we mean by modern? Use the Unity System Checker to get a full system report telling you if you are Unity ready. If your system falls a bit short on any item, it will point you in the right direction to correct that. This brings us to the second part of the equation – your Internet connection speed.

  1. Have a fast Internet connection

Your Internet connection delivers data from the Internet to your computer. Your download speed is the speed at which data gets delivered to your computer from the Internet. Your upload speed is the speed data travels from your computer back “up to” the Internet. Why is this important? All this data travelling to and from your computer impacts how it “talks” to Unity.

Unity’s download and upload requirements aren’t particularly stringent. However, to properly use Unity efficiently without lag time, your computer needs to be connected to an Internet connection with a minimum download speed of 4 Mbps (megabytes per second) and an upload speed of 1 Mbps. Not sure if your Internet speed measures up? Don’t worry, the Unity System Checker also evaluates your Internet speed and will confirm if you are ready to use Unity.

There’s another important note about Internet speed. How well your system performs isn’t just about having a modern computer and a fast Internet connection. Your modem is the device that’s hooked between your computer and the Internet. Just like your computer needs to be up-to-date, so does your modem. There’s no point in having a fast computer and a fast Internet connection if your modem is old and possibly not capable of handling today’s higher Internet speeds. While we can’t provide exact specifications like we can with your Internet speed, if your modem is old and you’ve experienced issues before, you should think about updating it.

Lastly, there is the matter of your Wi-Fi router. If you are accessing the Internet via Wi‑Fi, it’s the same story as with your modem. There isn’t an exact requirement we can point you to but in general, a modern Wi-Fi router is better. An up-to-date Wi-Fi router can handle faster speeds, transmit longer distances and handle more users at once. The distance your computer is from that Wi-Fi router can also greatly affect your Internet speed (closer is better). So if you choose to access Unity through a Wi-Fi connection, these are all variables to keep in mind.

  1. Watch some videos, learn Unity

One of the best tips we heard from transitioned customers was that those who completed Unity training told us they were able to get up and running on it quickly. By contrast, those who transitioned without taking any training found they had some stumbles along the way.

On day one with Unity, you’ll be prompted to visit the DoProcess University by clicking on the open book icon in Unity. Once there, you should start with the Introduction to Unity course, which can be found by clicking the “Unity Certified” link. This training is self-paced and provides a visual walkthrough of the Unity application, including all the basics. It’s very beneficial, and once you’ve finished, you will be “Unity Certified” (along with a certificate to prove it). You can then can move on to all the other learning resources the DoProcess University has to offer. That includes an advanced Unity training webinar and “UnityTube” which has dozens of bite-size videos on a variety of Unity topics. For more on what to expect on day one with Unity, click here.

  1. Dive into Unity right away

Although you’ll have a four-week transition period where you can use both Unity and The Conveyancer, once you’re Unity Certified, we recommend you roll up your sleeves and dive right in. There are a couple of good reasons why.

If you are moving to Unity from The Conveyancer, it’s helpful to check that all documents and data are accounted for and ready to use. Remember, not quite everything gets automatically moved from The Conveyancer to Unity. You can find a detailed look at what exactly gets moved over here.

Once you’ve familiarized yourself with Unity’s layout and the location of key features, we recommend using it for a Purchase, a Sale, and a Mortgage file. Doing these common tasks right away ensures you’re confident in how to complete each task smoothly. If you have questions, it’s a great time to access all the learning resources in the DoProcess University or ask a Unity expert. Customers who waited until the last day of their transition period to start using Unity later told us they felt like they didn’t give themselves enough time to practice.

So those are four tips that will ensure you can be up and running on Unity with ease. Still have questions? The Welcome to Unity website has lots of information on how the transition to Unity works and tools to help you along your way.