Pushing Documents from WEBForms 2019 to NexOne Agent

By Julian Castellanos
2 min

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

 

 

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. Select the Client and the Transaction you want to send the forms to and then click on Select Transaction

 

 

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

 

 

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