--- title: Document Management for Admins description: Document management for Admin --- [Skip to content](https://knowledge.nexone.ca/en-ca/document-management-for-admins#main-content) English - Canada Show submenu for translations [![LOGO\_KNOWLEDGE\_BASE3](https://knowledge.nexone.ca/hubfs/LOGO_KNOWLEDGE_BASE3.svg)](https://knowledge.nexone.ca/en-ca?hsLang=en-ca) - [NexOne Agent](https://knowledge.nexone.ca/en-ca/nexone-agent) - [NexOne Office](https://knowledge.nexone.ca/en-ca/nexone-office) - [NexOne Legend](https://knowledge.nexone.ca/en-ca/nexone-legend) Open main navigation Close main navigation - [NexOne Agent](https://knowledge.nexone.ca/en-ca/nexone-agent) - [NexOne Office](https://knowledge.nexone.ca/en-ca/nexone-office) - [NexOne Legend](https://knowledge.nexone.ca/en-ca/nexone-legend) - English - Canada Show submenu for translations - [Free Webinars](https://nexone.ca/) [Free Webinars](https://nexone.ca/) How can we help you? - There are no suggestions because the search field is empty. 1. [NexOne](https://knowledge.nexone.ca/en-ca?hsLang=en-ca) 2. [NexOne Agent](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca) 3. [Brokerage](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#brokerage) December 24, 2025 # Document Management for Admins 1\. After logging into your account, select your client. ![](https://nexone.atlassian.net/wiki/download/thumbnails/345374743/image2023-1-9_20-8-0.png?version=1&modificationDate=1673312881575&cacheVersion=1&api=v2&width=440&height=250)   2\. Select a transaction ![](https://nexone.atlassian.net/wiki/download/thumbnails/345374743/image2023-1-9_20-8-34.png?version=1&modificationDate=1673312915855&cacheVersion=1&api=v2&width=454&height=150)   3\. You will see the option to access your "Transaction Search" on top ![](https://nexone.atlassian.net/wiki/download/thumbnails/345374743/image2023-1-9_20-9-50.png?version=1&modificationDate=1673312991627&cacheVersion=1&api=v2&width=364&height=250)   4. On the bottom are your **Brokerage Documents**  where you can now search for specific files, ans add more documents.  ![](https://nexone.atlassian.net/wiki/download/thumbnails/345374743/image2023-1-9_20-11-51.png?version=1&modificationDate=1673313111289&cacheVersion=1&api=v2&width=364&height=250) 5\. Click the links below see how the features are used: [Searching for a Document](https://repree.atlassian.net/wiki/spaces/RKB/pages/236748801/Searching+your+Documents+List) [Sorting your Documents](https://repree.atlassian.net/wiki/spaces/RKB/pages/236748805/Sorting+your+Documents) [Label your Documents](https://repree.atlassian.net/wiki/spaces/RKB/pages/236879886/Labeling+your+Documents) [Multi-Select Documents](https://repree.atlassian.net/wiki/spaces/RKB/pages/236748837/Multi-Selecting+Documents)           - [NexOne Agent](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#main-content) - [General](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#general) - [Accounts & Billings](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#accounts-billings) - [Clients](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#clients) - [Transactions](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#transactions) - [Documents and Forms](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#documents-and-forms) - [Electronic Signatures](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#electronic-signatures) - [Activities](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#activities) - [Calendars and Scheduling](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#calendars-and-scheduling) - [Brokerage](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#brokerage) - [Teams & Sharing](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#teams-sharing) - [Integrations](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#integrations) - [Common Trouble Shooting](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#common-trouble-shooting) - [what's New?](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#whats-new) - [Get a 1-on-1 training](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#get-a-1-on-1-training) - [Processing the File for 121QA Service](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#processing-the-file-for-121qa-service) - [NexOne Office](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#main-content) - [Dashboard (New Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#dashboard-new-version) - [Signature (New Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#signature-new-version) - [Listings (New Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#listings-new-version) - [Buyer Agreements (New Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#buyer-agreements-new-version) - [Transactions (New Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#transactions-new-version) - [Accounting (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#accounting-not-updated-old-version) - [Calendar (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#calendar-not-updated-old-version) - [Dashboard (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#dashboard-not-updated-old-version) - [Listings (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#listings-not-updated-old-version) - [Transactions (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#transactions-not-updated-old-version) - [Alerts (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#alerts-not-updated-old-version) - [EDM and Signatures (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#edm-and-signatures-not-updated-old-version) - [Statistics (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#statistics-not-updated-old-version) - [Contact (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#contact-not-updated-old-version) - [Communications (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#communications-not-updated-old-version) - [NexOne Forms (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#nexone-forms-not-updated-old-version) - [Tips & Tricks (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#tips-tricks-not-updated-old-version) - [Profile (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#profile-not-updated-old-version) - [Financial Picture (old version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#financial-picture-old-version) - [NexOne Legend](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#main-content) - [General](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#general) - [Listings](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#listings) - [Clients](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#clients) - [Transactions](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#transactions) - [Office & Employees](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#office-employees) - [Documents & Follow-up](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#documents-follow-up) - [Forms](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#forms) - [Integrations](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#integrations) - [Billing](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#billing) - [GoEmail](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#goemail) - [Setup](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#setup) - [FAQ](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#faq) - [Webinar / Ring Central Meeting](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#webinar-ring-central-meeting) - [Tips & Tricks](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#tips-tricks) - [what's new?](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#whats-new) [![LOGO\_KNOWLEDGE\_BASE2-1](https://knowledge.nexone.ca/hubfs/LOGO_KNOWLEDGE_BASE2-1.svg "LOGO_KNOWLEDGE_BASE2-1")](https://nexone.ca) Copyright NexOne Corporation, All rights reserved 2026-2027. Privacy policy | Cookies