When using your NexOne platform, it's often the little details that can slow you down. Here are some common pitfalls—and the smart shortcuts—that will help you work more efficiently.
1. Ensure Clients' Last Names Are Filled InThe issue:
When you're working in a transaction or listing folder, missing a client’s last name can trigger a technical error during the creation of a signing session.
The Fix:
Before initiating a signing session, double-check that every client's last name is correctly entered in the folder. If you encounter the error:
- Simply add the missing last name.
- Save the changes.
- Try creating the signing session again.
Quick Tip: A simple review of your client details before starting a session can save you from unexpected delays.
2. Creating a Transaction from a Listing
The Issue:
Creating a standalone transaction and then linking it to a listing folder adds an unnecessary extra step to your workflow.
The Shortcut:
Instead of creating a transaction separately, use one of these streamlined methods:
- Method 1:
- Open the desired listing.
- Click on "Add a transaction."
- Follow the on-screen steps to complete the process.
Method 2:
- Navigate to the Transactions section.
- Click on "Add."
- Choose the option to find and link an existing listing.
3. Auto-Submit Your Documents
The Feature:
When setting up a signing session, you have the option to enable auto-submission. By checking this box:
- All signed documents are automatically uploaded to your EDM.
- This process occurs once every signer has completed the signing session.
The Benefit:
Auto-submission removes the need for manual uploads and ensures your documents are archived quickly and accurately, allowing you to focus on more critical tasks.
