Pushing Documents from Webforms 2019 to NexOne

1. In Webforms 2019’s Member Dashboard, select the transaction you have put your forms in

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Keep in mind that the indicated fields below must be filled for the deal to be successfully pushed to NexOne. If there is already a deal in NexOne the dossier will be duplicated.

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2. In the forms section, click on Go to forms

3. Select the forms that you want to push over to NexOne and then Click on the basket icon. This will redirect you to the Transaction forms window

4. In the transaction forms window, Select the pen icon to send the documents to NexOne

5. Select the Document type

6. Your forms are then added to your listing/transaction documents in NexOne!