The Buyer Agreement section in NexOne Office provides a comprehensive view of all your buyer agreements in one place. To access a specific agreement, simply click on the clients name, which is a hyperlink that will take you directly to the corresponding folder.
On the left side, you’ll find the Status section, allowing you to filter agreements based on their current state, including:
Kit
New
Active (Submitted)
Active
Cancelled
Finalized (submitted)
Finalized
You also have the option to clear your filters and start a new search by clicking on Remove filters
In the More Filters section, you’ll find additional filtering options with icons that help you focus on specific agreement statuses, such as:
Agreements about to expire
Missing FINTRAC documents
Missing required documents
Deleted agreements
If any of these conditions apply to an agreement, the corresponding icon will appear in orange beside it.
At the top of the page, the Search filter allows you to refine your results using criteria such as:
All columns
Clients
Buyer Agreement No
Status
Last modification date
Once your choice has been made the criteria has been entered in the above section, click on GO or Enter on your keyboard
On the top right, you’ll find the Add button, where you can create a new Buyer Agreement file.
