Open your agent profile in NexOne Office by clicking on your name in the top right corner.
Make sure that the Instanet Forms section of your profile has a security key. If it is not the case, click on Build a New Security Secure key . Copy the security key.
Once you have copied the security key, go in your Instanet account and click on Setup
Select Integrations
Under Signature Settings select: Yes, I want to enable my account to use a third party signature vendor.
Vendor: Select NexOne Sign
User Key: Paste the Security Key of you copied in NexOne Office
Click Update
Under Document Settings select: Yes, I want to enable my account to use a third party document vendor.
Vendor: Select NexOne Office
User Key: Paste the same Security Key
Click Update
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9. Click on Go to Forms or Forms (left side)
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10. From here you can click Click on +ADD and select the forms you wish to include.
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12. Complete your forms by clicking on the name of the form to open it and filling fill the fields
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13. Finalize your form by clicking on the 3 dots beside the form or select more one or more forms , and click on the basket and on F to finalize all of the forms.
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| Note |
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It is important to Finalize finalize the documents before sending them into NexOne Office. If you forgo this step, the system will not allow you to proceed. |
14. Once they are ready, click on the circle to select the documents, followed by the shopping cart.
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