Sending emailed documents into a listing or transaction has never been easier. Stop downloading documents just to reupload them on the same platform.
Follow these steps to activate your the Electronic Document Management for your agents.
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Administration > Setup > General
Select the fourth tab “Electronic Document Management”
Set “Enable the simplified document sending by email feature (ged@bmdlinc.com / edm@bmdlinc.com)” to “YES”
SAVE
Admin: Send the authentification request to the Agent
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In your agent's profile (Agents / Non-Agents > Agents), select your agent by clicking on the pencil to edit their profile.
Select Emails
Click ADD if not already set up or click on the pencil to edit.
Enter the agent's email address (if not already created) then click on “Send authentication requestAuthentication Request”
Agent Activation
The agent will receive an email authenticating their email address and they must click on the link to activate it.
Once the activation is completecompleted, a new window will appear. :
A new email will be sent to the agent.
To send documents to the office, the agents must send them to edm@bmdlincedm@nexone.comca
If you need to deactivate this function.
Edit the email address in the agent's profile and click on “Deactivation of the function of sending documents by email”
Sending & Receiving documents in the Bunker
Agent
The agent will create an email to ged@nexone.ca or edm@nexone.ca and attach their documents.
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If the agent is part of more than one brokerage, they will receive an email asking which brokerage they want to add their documents to. Please select the office that must receive the documents you submitted by email.” |
Administration
The administration will locate these documents through Documents > Bunker
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Edit the document by clicking on the pencil
Click on “Preview Document”
Select Document type
Edit Document Name & Description / MLS #
Select Folder Type: Listing or Transaction or send the document to an inactive transaction
Listing:
Transaction:
Select “Save and go to Next Document”
Or if only 1 document, Save & Close for a single document.
Once the documents have been placed into their listing or transaction of choice, they will then be removed from the bunker.
All that remains is for the admin to approve the documents in the EDM portion of the listing or transaction.
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Completed! |