Sending an Email in NexOne Office

Owned by rlounis (Unlicensed)
Last updated: Oct 28, 2020 by Marianne Desrosiers (Unlicensed)
2 min read

 

Step 1: In Your Transaction Report or Listing Kit, scroll down to the EDM section and Select «Email».

 

 

Step 2: Select the recipients from the Participants List by checking the box on the left.

 

 

Step 3: Select which documents to send as an Attachment or Internet Link in the email.

You can Press on the View button to open Documents before you select them.

Attachement: The email will have an attached file that your client will download to access it.

Internet link: The client will access the document via his web browser, without downoading it first.

 

 

Step 4: Click on «Next» on the top left of the screen to continue.

 

 

Step 5: Adjust the parameters of your email, if necessary.

You can modify:

  • Which address is sending the email

  • Recipients

  • CC, Bcc

  • Email Subject

 

 

Step 6: Modify the message in the email, if necessary.

 

 

Step 7: Select «Send And Close» on top of the screen to send your email and close the page.

 

 

Congratulations, you sent an email!