NexOne KnowledgeBase (EN)

♦ General

• Profile and Password
• Account Login
• Resetting your Password
• Update/Change your Username
• Forgot your password
• Activating membership account(Done)

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♦ Listings

• How to avoid duplicated listings
• Searching for a Listing File
• Create/Remove Listings
• Add/Remove a Transaction to a Listing

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♦ Clients

• Create/remove Client’s files
• Search for Client's Files
• Link/Unlink a client file & a listing file

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♦ Transactions

• Searching for a transaction file
• Create/Remove Transactions
• Link/Unlink a Transaction to a Listing/Client's File
• How to add an agent to a transaction
• Commission Lock/Unlock

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♦ E-Signature

• NexoneSign Training Guide
• Electronically sign a document
• Creating a Signature Request
• Tag documents for signatures
• Modify and/or delete signing sessions

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♦ Office & Employees

• Edit Required Documents Groups
• Adding New Agents to a Team
• Setting up a Team
• Removing an Agent's Account
• Notification email (staff only)
• How to update the email address of an agent as an admin
• Change your Agent's username
• Change my agent's office location
• Setting Up Red/Blue Tags
• How to Delete an Agent From the Roaster
• Configure Sync To Back Office
• How to add an employee
• How an admin can copy preferences to branches
• Activate an agent as an administrator

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♦ Documents & Follow-up

• Send documents by e-mail
• Upload/Hide Documents
• Edit Document's Name, Type and Security Level 2.0
• Follow-up Section
• Working Zone & Main Section

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♦ Forms

• Launching Forms in NexOne
• Searching & Selecting Forms
• Form Auto-populating options
• Filling out an Editable Form
• Date and Time in Forms

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♦ Integrations

• WebForms
• kvCORE
• Unity

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Contact Us

Send a Support Request to Support@nexone.ca

Call Us: 1 (877) 699-0255

Remote Support:

For Remote Support, please click on the following links instructed by your Support Agent.

RingCentral or TeamViewer

♦ Billing

• Invoices

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♦ FAQ's & Tutorial Videos

FAQ's

Tutorial Videos