Sending an Email in NexOne Office
- rlounis (Unlicensed)
- Marianne Desrosiers (Unlicensed)
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!