When working in your NexOne platform, there are small things that, if you do not pay attention to, will cost you time. Among these things, we have:
1- Clients' last name in your folder
When working in a transaction/listing folder, you can have a technical error after attempting to create a signing session
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In this case, just add the missing last name of the client, save, and try again.
2- Create a transaction from a listing
It can happen that you create a standalone transaction, and after you try to link the transaction to a listing folder.
Avoid this extra step, and use one of these two methods to create the transaction folder instead:
Open the concerned listing, click on Add a transaction; then, follow the steps
Under Transactions, click “Add”, and choose to find an existing listing
3-Auto-submit your documents
When creating a signing session, you can check the box to auto-submit your documents.
By checking that option, your signed documents will be uploaded automatically in your EDM after the signing session is completed by every signers.
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