This guide will help explain to the agent in the procedure of sending how to send his/her documents from NexOne Office.
1.First, please navigate to the listing/transaction where you uploaded the document you wish to send.
...
Open it with the pencil. You can also click on the paper clip to access the EDM section directly.
...
2.After opening the file, navigate to the EDM section and select emailclick on Email.
...
3.You can now select the recipients, the documents you want to include, as well as the method to use to attach the document to your email.
...
| Info |
|---|
You can also, on that page, select the recipient of the email |
...
| Note |
|---|
Please note, if you use the attachment option, the file will be attached to the email sent. The size of the attached file cannot exceed 20M mb, |
| Note |
|---|
Please note, if you use the internet link option, a link will be sent to your customers. There is no maximum for this option. |
Once done, you can your selection is completed, click on Next.
...
4.On the next page, you can CC additional people such as the notary, add recipients and attachments and customize the sending message
...
subject or body of your email.
...
5.After applying the desired changes, you can send the email by clicking send Send and closeClose or save it to send later by clicking save Save and closeClose.
...
If you have decided to save and send the document later, you can find the email by following the next steps
1.Navigate to the Dashboard and select pending Pending emails
...
2.You can select open the document email again in the list by clicking on the yellow pencil.
...
3.You can edit the message if necessary and send it to the appropriate people by clicking the Send and Close button.
...
4.If you want to see the status of your sent messages, please click on Email Log, located under the EDM section in the file.
...
The resulting pop-up window displays the messages that were sent for this file, the date and time, and the user's name.
...
| Tip |
|---|
Done Completed! |