Renaming A Document
Sometimes one transaction can have several of the same type of documents. While "COMMON LAW TRANSACTION BROKERAGE AGREEMENT - Signed" has a ring to it, we can do better!
Creative naming can be the best way to stay organized. Luckily, that's easy to do with NexOne Agent.
1. Place your cursor over the document. This will reveal the Info button. Click on it to see document info.
2. Click on the pencil icon to edit the document's name.
3. This will open the field and allow you to rename the document with distinction!
4. Click outside of the field and then click save. You'll see a progress and the window will close once the save is complete!