--- title: Link/Unlink a Transaction to a listing/client's file description: Link/Unlink a Transaction to a listing/client's file --- [Skip to content](https://knowledge.nexone.ca/en-ca/link/unlink-a-transaction-to-a-listing/clients-file#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 9, 2026 # Link/Unlink a Transaction to a listing/client's file **Link a Transaction to a Listing**   1\. In the **Transaction** search area, click on your **Transaction address** **![968dc141-cec3-43af-92b9-98ba81487bb1](https://knowledge.nexone.ca/hs-fs/hubfs/968dc141-cec3-43af-92b9-98ba81487bb1.png?width=670&height=561&name=968dc141-cec3-43af-92b9-98ba81487bb1.png)** 2\. Click on **Edit** **![b95725ea-3793-4d1d-804a-54b658697481](https://knowledge.nexone.ca/hs-fs/hubfs/b95725ea-3793-4d1d-804a-54b658697481.png?width=670&height=558&name=b95725ea-3793-4d1d-804a-54b658697481.png)** 3\. Click on "**Link to a Listing**" on your right hand ![bebdf7b0-7b29-47fc-a284-09f8143d31a7](https://knowledge.nexone.ca/hs-fs/hubfs/bebdf7b0-7b29-47fc-a284-09f8143d31a7.png?width=670&height=553&name=bebdf7b0-7b29-47fc-a284-09f8143d31a7.png) 4\. **Select** the corresponding **Listing** by checking if it's the right information: **Address**, **MLS number** & **contract number** **![7b64b6bc-a329-4d89-be6c-fe052825af90](https://knowledge.nexone.ca/hs-fs/hubfs/7b64b6bc-a329-4d89-be6c-fe052825af90.png?width=670&height=577&name=7b64b6bc-a329-4d89-be6c-fe052825af90.png)** ![378232af-1a06-44a6-9826-a73bbf990d32](https://knowledge.nexone.ca/hs-fs/hubfs/378232af-1a06-44a6-9826-a73bbf990d32.png?width=670&height=577&name=378232af-1a06-44a6-9826-a73bbf990d32.png) ![a000b47d-40a8-4220-89f9-c96c6bfcfb47](https://knowledge.nexone.ca/hs-fs/hubfs/a000b47d-40a8-4220-89f9-c96c6bfcfb47.png?width=670&height=565&name=a000b47d-40a8-4220-89f9-c96c6bfcfb47.png) 5\. Your **Transaction** in now **linked**, you can click on **Open associated listing** to view it ![ebaa769a-3430-4d5e-879b-174e7993a6d3](https://knowledge.nexone.ca/hs-fs/hubfs/ebaa769a-3430-4d5e-879b-174e7993a6d3.png?width=670&height=593&name=ebaa769a-3430-4d5e-879b-174e7993a6d3.png) **Link a Transaction to a Client's File**   1\. In the **Transaction** search area, click on your **Transaction address** **![29486778-c597-47cd-98f4-5b6c3774b59f](https://knowledge.nexone.ca/hs-fs/hubfs/29486778-c597-47cd-98f4-5b6c3774b59f.png?width=670&height=595&name=29486778-c597-47cd-98f4-5b6c3774b59f.png)** 2\. Click on **Edit** **![71ea902d-231e-4f14-bce7-da3961b75515](https://knowledge.nexone.ca/hs-fs/hubfs/71ea902d-231e-4f14-bce7-da3961b75515.png?width=670&height=523&name=71ea902d-231e-4f14-bce7-da3961b75515.png)** 3\. Click on the **Clients tab** **![fcb2fb91-9b1e-4423-aa2c-580cca4b864a](https://knowledge.nexone.ca/hs-fs/hubfs/fcb2fb91-9b1e-4423-aa2c-580cca4b864a.png?width=670&height=505&name=fcb2fb91-9b1e-4423-aa2c-580cca4b864a.png)** 4\. Click on **Add a Client**, enter your **Client's information** and click **Save**   Make sure to fill at least the required fields: Fist, Last Name, Type & Company. ![a5e0a927-23f1-4f35-a58f-8da96b6353f8](https://knowledge.nexone.ca/hs-fs/hubfs/a5e0a927-23f1-4f35-a58f-8da96b6353f8.png?width=670&height=505&name=a5e0a927-23f1-4f35-a58f-8da96b6353f8.png) 5\. Click on "**Link to a Client's File**" on your right hand ![0bfd5738-666a-41ed-9cb1-9ecb33d0f604](https://knowledge.nexone.ca/hs-fs/hubfs/0bfd5738-666a-41ed-9cb1-9ecb33d0f604.png?width=670&height=515&name=0bfd5738-666a-41ed-9cb1-9ecb33d0f604.png) 6\. **Select** the corresponding **Client's File** by checking if it's the right information: **Office**, **Clients** & **Status**. Then click "**Save**" ![156e12ff-2993-40d6-8e00-7998c5511614](https://knowledge.nexone.ca/hs-fs/hubfs/156e12ff-2993-40d6-8e00-7998c5511614.png?width=670&height=521&name=156e12ff-2993-40d6-8e00-7998c5511614.png) ![ef083711-afc0-4e1d-a7c4-48df52d55259](https://knowledge.nexone.ca/hs-fs/hubfs/ef083711-afc0-4e1d-a7c4-48df52d55259.png?width=670&height=541&name=ef083711-afc0-4e1d-a7c4-48df52d55259.png) ![546e1007-d405-481a-84c8-d57a1e507ccb](https://knowledge.nexone.ca/hs-fs/hubfs/546e1007-d405-481a-84c8-d57a1e507ccb.png?width=670&height=597&name=546e1007-d405-481a-84c8-d57a1e507ccb.png) 7\. Your **Transaction** is now **linked** to your **Client's File**, you can click on **Open associated Client's file** to view it ![7967ffe0-5e77-4743-8267-08987443e263](https://knowledge.nexone.ca/hs-fs/hubfs/7967ffe0-5e77-4743-8267-08987443e263.png?width=670&height=535&name=7967ffe0-5e77-4743-8267-08987443e263.png) **Unlink a Transaction from a Listing**   1\. In the **Transaction** search area, click on your **Transaction address** **![29486778-c597-47cd-98f4-5b6c3774b59f](https://knowledge.nexone.ca/hs-fs/hubfs/29486778-c597-47cd-98f4-5b6c3774b59f.png?width=670&height=595&name=29486778-c597-47cd-98f4-5b6c3774b59f.png)** 2\. Click on **Edit** **![71ea902d-231e-4f14-bce7-da3961b75515](https://knowledge.nexone.ca/hs-fs/hubfs/71ea902d-231e-4f14-bce7-da3961b75515.png?width=670&height=523&name=71ea902d-231e-4f14-bce7-da3961b75515.png)** 3\. Click on **Remove link with Listing**, then **Save** **![c5af1340-7181-4116-a442-a3878d3da532](https://knowledge.nexone.ca/hs-fs/hubfs/c5af1340-7181-4116-a442-a3878d3da532.png?width=670&height=623&name=c5af1340-7181-4116-a442-a3878d3da532.png)** ![6b3af328-4397-4fc6-b782-5e28f672131a](https://knowledge.nexone.ca/hs-fs/hubfs/6b3af328-4397-4fc6-b782-5e28f672131a.png?width=670&height=484&name=6b3af328-4397-4fc6-b782-5e28f672131a.png) ![8489d7d4-a568-4fa9-9961-99b547820fcb](https://knowledge.nexone.ca/hs-fs/hubfs/8489d7d4-a568-4fa9-9961-99b547820fcb.png?width=670&height=492&name=8489d7d4-a568-4fa9-9961-99b547820fcb.png) **Unlink a Transaction to a Client's File**   1\. In the **Transaction** search area, click on your **Transaction address** **![29486778-c597-47cd-98f4-5b6c3774b59f](https://knowledge.nexone.ca/hs-fs/hubfs/29486778-c597-47cd-98f4-5b6c3774b59f.png?width=670&height=595&name=29486778-c597-47cd-98f4-5b6c3774b59f.png)** 2\. Click on **Edit** **![71ea902d-231e-4f14-bce7-da3961b75515](https://knowledge.nexone.ca/hs-fs/hubfs/71ea902d-231e-4f14-bce7-da3961b75515.png?width=670&height=523&name=71ea902d-231e-4f14-bce7-da3961b75515.png)** 3\. Click on **Remove link with Client's File**, then **Save** **![c5af1340-7181-4116-a442-a3878d3da532](https://knowledge.nexone.ca/hs-fs/hubfs/c5af1340-7181-4116-a442-a3878d3da532.png?width=670&height=623&name=c5af1340-7181-4116-a442-a3878d3da532.png)**   - [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) - 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