---
title: Creating a Signature Session in Docusign from NexOne Agent
description: Creating a Signature Session in DocuSign from NexOne Agent
---
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December 2, 2025
# Creating a Signature Session in Docusign from NexOne Agent
#### *Using NexOne’s Forms*
1\. After logging in your NexOne Agent account, select the **Add a client** at the left hand side of the page.
2\. **Fill in** the **required fields**, then select **Save all contact information**.
The required fields are the client’s first & last name and his/her email address.
3\. **Select the client** you added and click on the option “**Add a Transaction**” located under the client’s profile.
4\. Enter the **Transaction name/Transaction address** select the **Type** of the transaction as well as the **Transaction status**. Then click on **Save**.
5\. Click on **Add a Document** option located at the top right hand side of your screen after you **Select** your **newly created Transaction**.
6\. Click on **Launch Forms** and Select the required **Forms**. **Populate** the forms and then **Save** them as pdfs in your Transaction. You will be redirected to your Transaction file.
7\. While in your Transaction files, **Select the files** you want to send **for signing** by clicking on them and then click on the **Signer** option above.
8\. **Add or Select the signers**, **drag and drop the documents** you want to send for signing and click on **Tag Documents for Signatures**.
9\. You should be redirected to **DocuSign** to send your documents for signing.
#### *Quick-Access DocuSign from NexOne Agent*
1\. **Log in** NexOne agent.
2\. Go to the **Signatures tab**.
3\. Click on **Launch DocuSign**.
4\. Create your signing session from Docusign!
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