Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 8 Next »

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 Electronic Document Management for your agents.

Admin Activation

  1. Administration > Setup > General

  2. Select the fourth tab “Electronic Document Management

  3. Set “Enable the simplified document sending by email feature (ged@bmdlinc.com / edm@bmdlinc.com)” to “YES

  4. SAVE

Admin: Send the authentification request to the Agent

  1. In your agent's profile (Agents / Non-Agents > Agents), select your agent by clicking on the pencil to edit their profile.

  2. Select Emails

  3. Click ADD if not already set up or click on the pencil to edit.

  4. Enter the agent's email address (if not already created) then click on “Send authentication request

Agent Activation

  1. The agent will receive an email authenticating their email address and they must click on the link to activate it.

  2. Once the activation is complete, a new window will appear.

  3. A new email will be sent to the agent.

    To send documents to the office, the agents must send them to edm@bmdlinc.com

  4. 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.

Administration

The administration will locate these documents through Documents > Bunker

  • No labels

0 Comments

You are not logged in. Any changes you make will be marked as anonymous. You may want to Log In if you already have an account.