NexOne KnowledgeBase (EN)

♦ General

• Subscribe To EDM/ E-Sign Package
• How to Edit Profile Information and Password
• How to Log in
• How to Update your Password
• How to Update Your Security Question
• Forgot your password

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♦ Listings

• How to change status
• How to Avoid Duplicated Listings
• How to Search for a Listing
• How to Create/Remove Listings
• How to Add/Remove a Transaction Link to a Listing

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♦ Clients

• How to Create/Remove Client’s Files
• How to Search for Client Files
• How to Link/Unlink a Client File and a Listing File

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♦ Transactions

• How to Search for a Transaction File
• How to 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

• Creating Email Signature
• Decline Signing session
• Signing sessions via SMS
• NexoneSign Training Guide
• Location tracking optional for signing sessions

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♦ Office & Employees

• Edit Required Documents Groups
• Adding New Agents to a Team
• Setting up a Team & Team Assistant
• 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
• How to change my office address (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
• Invite an agent to your brokerage
• How to add an unlisted Agent that belongs to your Brokerage (if the search bar drop-down is not working)
• Steps to take to activate & set up a Realtors Profile
• All About an Employees Profile using your main Brokerages HUB Profile

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♦ Documents & Follow-up

• GoEmail Feature - NexOne
• Send documents by e-mail
• Upload/Hide Documents
• Edit Document's Name, Type and Security Level 2.0
• Follow-up 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
• 121QA Surveys
• Unity FAQ
• Diamond & Diamond Real Estate Law

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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 Team Viewer for Windows or Team Viewer for Mac

♦ Billing

• Invoices

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♦ FAQ's & Tutorial Videos

FAQ's

Tutorial Videos