--- title: How to create/Remove Transactions description: How to Create/ Remove Transactions --- [Skip to content](https://knowledge.nexone.ca/en-ca/how-to-create/remove-transactions#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 Legend](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca) 3. [Transactions](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#transactions) June 8, 2026 # How to create/Remove Transactions **Creating a Standalone Transaction**   1\. Click on the **Transactions** tab ![e05ac85a-18df-4b8e-a31d-50bb43db1872](https://knowledge.nexone.ca/hs-fs/hubfs/e05ac85a-18df-4b8e-a31d-50bb43db1872.png?width=670&height=463&name=e05ac85a-18df-4b8e-a31d-50bb43db1872.png) 2\. Click on the "**Add**" button   If you cannot find the Add button, that means that you are not subscribed to the EDM (Electronic Document Management). Please contact us at 1 (877) 699-0255. ![47d372f8-b423-49d9-af71-efec8601d905](https://knowledge.nexone.ca/hs-fs/hubfs/47d372f8-b423-49d9-af71-efec8601d905.png?width=670&height=456&name=47d372f8-b423-49d9-af71-efec8601d905.png) 3\. Click on **Create a standalone transaction** **![9eae7bb9-ec6b-4a77-ac80-007727ef90c3](https://knowledge.nexone.ca/hs-fs/hubfs/9eae7bb9-ec6b-4a77-ac80-007727ef90c3.png?width=670&height=368&name=9eae7bb9-ec6b-4a77-ac80-007727ef90c3.png)** 4\. Fill the **transaction profile information**, then click "**Next**"   Make sure to fill at least the required fields: Status, Office, Country & State Click on view log to see when and by who the Transaction was created and modified. ![ca57cc4a-59a2-4206-ac78-562c56917a22](https://knowledge.nexone.ca/hs-fs/hubfs/ca57cc4a-59a2-4206-ac78-562c56917a22.png?width=670&height=479&name=ca57cc4a-59a2-4206-ac78-562c56917a22.png) If there is missing information, a red message will appear with all the missing information to be filled. If everything is correct, the message will be green, confirming your saving. ![1d8845f4-1e18-417f-8b60-4dbae10ff772](https://knowledge.nexone.ca/hs-fs/hubfs/1d8845f4-1e18-417f-8b60-4dbae10ff772.png?width=670&height=455&name=1d8845f4-1e18-417f-8b60-4dbae10ff772.png) 5\. You can add a condition by clicking on the **Add a condition** button, then Next ![0c3e8378-1e18-4954-91ce-4545e03035e5](https://knowledge.nexone.ca/hs-fs/hubfs/0c3e8378-1e18-4954-91ce-4545e03035e5.png?width=670&height=458&name=0c3e8378-1e18-4954-91ce-4545e03035e5.png) 6\. The **contact tab** allows you to **add lawyers** to your transaction. You can **find an existing lawyer** by writing their name in the **drop down menu** and click Add, or you can **add an unlisted contact** by clicking on the **Add an unlisted contact button** and **filling the informations**, then click "**Next**"   **Warning:** Do not forget to fill the mandatory fields: First, Last name, Type, Side & Email address. ![458ea2da-f48a-4449-be8c-6e04eca0cbb5](https://knowledge.nexone.ca/hs-fs/hubfs/458ea2da-f48a-4449-be8c-6e04eca0cbb5.png?width=670&height=489&name=458ea2da-f48a-4449-be8c-6e04eca0cbb5.png) 7\. Fill the **Agent's tab** by adding the corresponding agents to your transaction file, using the **drop down menu**, then click "**Add**". After adding your agents, you will have to fill the **commission percentage** for each sides as well as the **agent's information**. Then click "**Next**"   Remember to fill the mandatory fields: Type, Commission Type and Commission %. Depending on your province, the commission type may change. ![a64d8401-eab1-4c70-a113-ead44151b09b (1)](https://knowledge.nexone.ca/hs-fs/hubfs/a64d8401-eab1-4c70-a113-ead44151b09b%20(1).png?width=670&height=590&name=a64d8401-eab1-4c70-a113-ead44151b09b%20(1).png) 8\. Fill the **Client's tab** by adding the corresponding clients information to your Transaction file, then click "**Next**"   Do not forget to fill all required fields: First, Last name, Type & Email address. ![1817668f-d5f4-4644-a1f6-4e10379be021](https://knowledge.nexone.ca/hs-fs/hubfs/1817668f-d5f4-4644-a1f6-4e10379be021.png?width=670&height=439&name=1817668f-d5f4-4644-a1f6-4e10379be021.png) 9\. You can add tasks by clicking on the **Add a task button**, then "**Next**" ![42bb7d27-115e-49f4-a88c-5f54ac526bd9](https://knowledge.nexone.ca/hs-fs/hubfs/42bb7d27-115e-49f4-a88c-5f54ac526bd9.png?width=670&height=375&name=42bb7d27-115e-49f4-a88c-5f54ac526bd9.png) 10\. You can leave a note about your listing if necessary, and then click "**Save**" at the bottom of your page ![5a509a43-072e-45eb-a24f-ef4e9260687b](https://knowledge.nexone.ca/hs-fs/hubfs/5a509a43-072e-45eb-a24f-ef4e9260687b.png?width=670&height=571&name=5a509a43-072e-45eb-a24f-ef4e9260687b.png) **Creating a Transaction from an existing Listing** 1\. Click on the **Transaction tab** **![24e0db61-b505-431e-93c8-6027fa7ebe1a](https://knowledge.nexone.ca/hs-fs/hubfs/24e0db61-b505-431e-93c8-6027fa7ebe1a.png?width=670&height=544&name=24e0db61-b505-431e-93c8-6027fa7ebe1a.png)** 2\. Click on the "**Add**" button ![7f433887-fb9c-4a88-b940-f0c0d3802de3](https://knowledge.nexone.ca/hs-fs/hubfs/7f433887-fb9c-4a88-b940-f0c0d3802de3.png?width=670&height=537&name=7f433887-fb9c-4a88-b940-f0c0d3802de3.png) 3\. Click on **Find an existing Listing** \> Search by **MLS** number or **Listing address** \> **Select** your Listing \> **Create your Transaction**   Follow the same steps as above: Creating a Standalone Transaction from 4. to 10. ![9ab0162d-d1f3-48df-8426-e5453330f4c9](https://knowledge.nexone.ca/hs-fs/hubfs/9ab0162d-d1f3-48df-8426-e5453330f4c9.gif?width=670&height=623&name=9ab0162d-d1f3-48df-8426-e5453330f4c9.gif) **Creating a Transaction from an existing Client's file**   1\. Click on the **Transaction tab** **![24e0db61-b505-431e-93c8-6027fa7ebe1a](https://knowledge.nexone.ca/hs-fs/hubfs/24e0db61-b505-431e-93c8-6027fa7ebe1a.png?width=670&height=544&name=24e0db61-b505-431e-93c8-6027fa7ebe1a.png)** 2\. Click on the "**Add**" button ![7f433887-fb9c-4a88-b940-f0c0d3802de3](https://knowledge.nexone.ca/hs-fs/hubfs/7f433887-fb9c-4a88-b940-f0c0d3802de3.png?width=670&height=537&name=7f433887-fb9c-4a88-b940-f0c0d3802de3.png) 3\. Click on **Find an existing Listing** \> Search by **MLS** number or **Listing address** \> **Select** your Listing \> **Create your Transaction**   Follow the same steps as above: Creating a Standalone Transaction from 4. to 10. ![9ab0162d-d1f3-48df-8426-e5453330f4c9](https://knowledge.nexone.ca/hs-fs/hubfs/9ab0162d-d1f3-48df-8426-e5453330f4c9.gif?width=670&height=623&name=9ab0162d-d1f3-48df-8426-e5453330f4c9.gif) **Creating a Transaction from an existing Client's file**   1\. Click on the **Transaction tab** **![24e0db61-b505-431e-93c8-6027fa7ebe1a](https://knowledge.nexone.ca/hs-fs/hubfs/24e0db61-b505-431e-93c8-6027fa7ebe1a.png?width=670&height=544&name=24e0db61-b505-431e-93c8-6027fa7ebe1a.png)** 2\. Click on the "**Add**" button ![7f433887-fb9c-4a88-b940-f0c0d3802de3](https://knowledge.nexone.ca/hs-fs/hubfs/7f433887-fb9c-4a88-b940-f0c0d3802de3.png?width=670&height=537&name=7f433887-fb9c-4a88-b940-f0c0d3802de3.png) 3\. Click on **Find an existing Client's File** \> Search by **First, Last Name and Company Name** \> **Select** your Client's File \> **Create your Transaction**   Follow the same steps as above: Creating a Standalone Transaction from 4. to 10. ![98c1d388-cdb3-4e08-8452-34d287107b4b](https://knowledge.nexone.ca/hs-fs/hubfs/98c1d388-cdb3-4e08-8452-34d287107b4b.gif?width=670&height=623&name=98c1d388-cdb3-4e08-8452-34d287107b4b.gif) **Removing a Transaction**   Only kit status files can be sent to trash. If your status is not set as a "Kit", then you will have to contact your office Admin to send your file to Trash. 1\. Click on the **Transaction tab** **![a2c311b2-5e47-483b-bb8f-fb1071f317db](https://knowledge.nexone.ca/hs-fs/hubfs/a2c311b2-5e47-483b-bb8f-fb1071f317db.png?width=670&height=556&name=a2c311b2-5e47-483b-bb8f-fb1071f317db.png)** 2\. 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