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FR

NexOne is proud to introduce our latest feature, GoEmail.

GoEmail simplifies file uploads by allowing clients and agents to directly upload files to designated listing or client files within our platform. This eliminates the need for navigating through multiple steps or interfaces, making file transfer effortless. With GoEmail, users can enhance efficiency and simplify file management seamlessly.

How does it work?

  1. Copy the GoEmail ID associated to your listing or client file;

    • From the homepage:

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  • From inside the file:

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  1. Access your email account

    • Create New Mail or choose an email from your inbox and select forward

    • Paste the GOEmail address ID

    • Review all the documents uploaded

    • Send email

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The following formats are accepted: pdf, txt, zip, jpg, jpeg, doc, docx, xls and xlsx.

Document uploads are required to send to files.

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  • When an email is sent to the GoEmail ID, the sender receives a notification informing them whether the delivery was successful, partially successful, or failed.

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  1. Login to NexOne or refresh your current session and a notification will appear at the top of the home screen.

    image-20240322-135328.png

    • Each email sent via the GoEmail ID creates a record in the Follow-up section, where the sender's email content can be reviewed.

      image-20240716-150325.png

    • A list of email notifications will be displayed in the Notification window.

      image-20240322-135502.png

    • When selecting the hyperlink, you’ll be brought to the document section of your associated listing.

      image-20240322-135649.png


      Please be advised that the default document type is GOEmail.
      To edit the type

    • Select edit

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    • Choose document type from the drop down menu

      Screenshot_2024_03_22-5-20240322-135949.png

FAQ

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titleDoes my admin receive notifications when documents are added using the GoEmail ID?

No, they do not receive notifications.

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titleCan administrators access GoEmail documents in the EDMsection?

Yes, administrators can access GoEmail documents in the EDM and have the ability to modify the document type as needed.

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No, this action is automated by our system based on your listing name.
If at anytime you edit your listing address, the system will automatically detect the change and will update the GOEmail ID.

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If an individual holds the previous version of the GOEmail ID, our system will automatically direct the documents to the appropriate file upon recognizing the address

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titleWho can send documents?

Anyone with access to the email address can directly send documents to the files listed under your account. This can be clients, colleagues, administrative staff etc…

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titleCan I uploaded multiple documents at a time?

Yes, however, you must not exceed the maximum capacity of 15mb.
If there too many files or heavier documents, you’ll need to send a separate email.

Note

NexOne does not have the capability to divide or split documents. Ensure that each file is assigned its own document type.

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titleCan I disable notifications?

Yes, simply select the settings icon in you notifications page

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or go to:

  • Profile

  • Preferences

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From here, edit the section and remove the checkmark and save

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If you choose to activate notifications, please note that any emails sent before this change won't be logged. This action will only apply to future emails.

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titleIs this feature available for transaction files?

Currently, this feature is not yet available for transaction files. We are actively working on its development and plan to roll it out in the future.

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Need support? Reach out to us at support@nexone.ca