L'envoi de documents par couriel dans une inscription ou une transaction n'a jamais été aussi simple. Arrêtez de télécharger des documents juste pour les recharger sur la même plate-forme.
Suivez ces étapes pour activer votre gestion électronique de documents pour vos courtiers.
Activation Admin
Administration > Configuration> General
Sélectionnez le quatrième onglet “Gestion Électronique de Documents”
Veuillez mettre “Activer la fonction d'envoi de documents simplifié par courriel (ged@nexone.ca & edm@nexone.ca)” à “OUI”
Sauvegarder
Admin: Send the authentification request to the Agent
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 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 complete, 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@nexone.ca
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 Bunker
Agent
The agent will create an email to ged@nexone.ca or edm@nexone.ca and attach their documents.
If the agent is a part of more than one brokerage, they will receive an email asking which brokerage they want to add their documents to.
”Your email address (noemail@nexone.ca) is registered as active in more than one office for EDM document submission by email. Therefore, no documents have been saved yet.
Please select the office that must receive the documents you submitted by email.”
Administration
The administration will locate these documents through Documents > Bunker
To assign the document(s) to the appropriate file:
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
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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