Upload documents to NexOne Office (GiMMi WEB)
- Julio R. Marroquin (Unlicensed)
In NexOne Office (GiMMiWEB), the agent can upload documents from multiple sections of the website, whether it is for a listing, a transaction or in the EDM tab.
After selecting the desired section, go to the Electronic Document Management section of the folder.
To add a document, click on the button “+ Add Document”.
Select the sharing option of your choice from the drop-down menu under the “Sharing Type” menu.
Share Type menu (this applies to all documents sent in this instance).
Selling Agent
This option allows you to share the document with the selling agent
Listing agent
This option allows the document to be shared with the listing agent.
Staff Only
This option allows you to share the document with your brokerage.
All Agents Involved
This option allows the document to be shared with all brokers involved in the transaction.
After choosing the desired security level, you can click in the area below or drag and drop your documents.
Once the file has been uploaded into our system, a checkmark will appear on the document.
The last step is to select the type of document, as well as its security level (see paragraph above).
The maximum size of a document may not exceed 20 mb.
Don't forget to save your changes by clicking on the save button at the top left of the page.
Once the documents have been saved, they will appear in the documents section.
To view your document, simply click on the highlighted magnifying glass in the image below.
If you want to download a document, click on the down-pointing arrow.
To delete a document, simply click on the trash can icon.
In case of accidental deletion, you can retrieve your documents by clicking on the “include Masked Documents” box.
A red circle indicates to the agent that a required document is missing.
An orange circle indicates to the agent that an optional document is missing.
A yellow circle indicates that the document is awaiting validation by the agency.
A black circle indicates that the document was refused by the agency.
A green circle indicates that the document has been approved by the agency.