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GoEmail Feature - NexOne legend

GoEmail Feature - NexOne legend

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GoEmail simplifies file uploads by allowing clients and agents to directly upload files to designated listing or client files within our platform. This eliminates the need for navigating through multiple steps or interfaces, making file transfer effortless. With GoEmail, users can enhance efficiency and simplify file management seamlessly.

How does it work?

  1. Copy the GoEmail ID associated to your listing or client file;

    • From the homepage:

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  • From inside the file:

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  1. Access your email account

    • Create New Mail or choose an email from your inbox and select forward

    • Paste the GoEmail address ID

    • Review all the documents uploaded

    • Send email

The following formats are accepted: pdf, txt, zip, jpg, jpeg, doc, docx, xls and xlsx.

Document uploads are required to send to files.

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  • When an email is sent to the GoEmail ID, the sender receives a notification informing them whether the delivery was successful, partially successful, or failed.

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  1. Login to NexOne or refresh your current session and a notification will appear at the top of the home screen.

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    • Each email sent via the GoEmail ID creates a record in the Follow-up section, where the sender's email content can be reviewed.

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    • A list of email notifications will be displayed in the Notification window.

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    • When selecting the hyperlink, you’ll be brought to the document section of your associated listing.

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      Please be advised that the default document type is GoEmail.
      To edit the type

    • Select edit

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    • Choose document type from the drop down menu

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Transactions

Administrators, agents, and team assistants can generate the GoEmail ID for a transaction to send documents directly to that transaction’s folder.

When a document is added to the folder via GoEmail:

  • The document will automatically be categorized under the document type: Goemail.

  • The document’s sharing settings will be restricted to Brokerage staff only.

  • Administrators will receive a notification in NexOne only for documents added to a transaction via GOEmail. The notification appears at the top of their NexOne Legend account as a bell icon, similar to how agents receive notifications.

FAQ

 

Administrators will receive notifications exclusively for documents added to transaction folders with GoEmail.

Yes, administrators can access GoEmail documents in the EDM and have the ability to modify the document type as needed.

No, this action is automated by our system based on your listing name.
If at anytime you edit your listing address, the system will automatically detect the change and will update the GoEmail ID.

If an individual holds the previous version of the GoEmail ID, our system will automatically direct the documents to the appropriate file upon recognizing the address

Anyone with access to the email address can directly send documents to the files listed under your account. This can be clients, colleagues, administrative staff etc…

Yes, however, you must not exceed the maximum capacity of 15mb.
If there too many files or heavier documents, you’ll need to send a separate email.

NexOne does not have the capability to divide or split documents. Ensure that each file is assigned its own document type.

 

Yes, simply select the settings icon on your notifications page on the agent and assistant-agent side.

For administrators, this is done by the brokerage via the employee’s profile.

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or go to:

Profile >Preferences

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From here, edit the section and remove the checkmark and save

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If you choose to activate notifications, please note that any emails sent before this change won't be logged. This action will only apply to future emails.

This can be done on agent side only.

Yes, agents will have access to the GoEmail ID, but only administrators will receive notifications, and the default sharing will be restricted to the brokerage only.

 

 

 

 

 

 

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Need support? Reach out to us at support@nexone.ca