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Please note that the following steps apply to both listing and transaction files. In the example below, we will be using a transaction as an example. |
1. After logging into your NexOne Office account (Gimmiweb.com), select the Transactions tab
2. Select the Transaction where the forms will be added by clicking on the pencil.
or ADD A NEW TRANSACTION REPORT
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Make sure at least one client has been added along with their email. (If your client does not have an email address you may enter your own.) |
3. At the top of the page, select NexOne Forms.
A new window will open
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If a new window does not open, you’ll need to allow pop-ups. Allow Pop-ups |
5. You are now in the Forms Section!!