NexOne Agent
Your go-to resource for everything related to NexOne Agent. Learn how to manage listings, handle transactions, send documents for e-signature, and make the most of your real estate tools.
General
- Change My Email Address
- Forgot Password
- Agent leaving Brokerage
- Refer a Friend
- Emailing Documents from NexOne Agent
- Using NexOne Agent
- Daily Digest
- Logging in to your Account
- How to clean cache of a Web browser
- Allow Pop-ups
- NexOne Labs
- Register your Account
- Microsoft retired Windows XP on April 8, 2014 - So What?
- How to Gain Forms access
- Forgot my Username
- Change Password
- Change my Username
- Add or Update Your Profile and Get Support
- NexOne Agent Direct login! Association login is unavailable.
- What Makes NexOne Sign Different?
- NexOne Agent Essentials for Beginners
Accounts & Billings
- Change my Plan
- For Admins: What to do When an Agent with the Ability to Log In with their CREA Board Credentials Changes Boards
- Update your plan and/or payment information
- Edit Email Template
- Setup your Email Signature
- Where can I find my invoice?
- Update my Credit Card Information
- Subscription Options: Lite, Basic, Premium, Premium Plus
- I'm being prompted to Upgrade (Basic Subscription)
- Enter a Promo Code for Discount
- Cancel Subscription
- Address Book
Clients
- Update Client Information
- Simple (Full) Sharing vs Advanced Sharing
- Select Signers
- How to Delete a Client
- Change Client ownership
- Extract contacts from AuthentiSign
- How to Create and Share a Service Report
- Does My Client Need To Be A NexOne User?
- Change Ownership of Client
- Adding Additional Fields
- Add Client
- Add Additional Contacts (ex. a client's spouse)
Transactions
- Forms to Trade record population
- Forms
- How to populate Trade Record
- New Transaction Types
- Linking Transaction for double enders
- What is a Transaction?
- Transaction Manager Submission Document Management
- NexOne Agent / Transaction Organization: Active, Lead, Archive, Other Transaction Organization: Active, Lead, Archive, Other
- Service Report
- Managing New and Existing Transactions
- How many Transactions Can I Create and Store within repree?
Documents and Forms
- Creating / Managing a Form Group - NexOne Agent
- Clauses and Phrases
- Forms Access
- Custom Forms
- Forms error report
- Pushing Documents from WEBForms 2019 to NexOne Agent
- Link/Unlink Nexone Agent to Webforms
- Compound Forms
- Multi-Selecting Documents
- Labeling your Documents
- Searching your Documents List
- Update to the Compound Form
- Track Email
- Print Document
- Populate Forms with GEO Warehouse Property Info
- WLS Won't Auto Populate
- Make Changes via Editable Forms
- How to Use repree's Archive Function to Clean Up Documents
- Forms: Searching and Selecting
- Forms: Saving PDF or Editable Form
- Forms: Filling Out and Previewing
- Form Groups - Saving & Clearing Forms Presets
- Move/Copy Document(s) between Clients & Transactions
- Form Groups- Add or Remove forms
- Form Group: Populating
- Copy a Form Group
- Auto-save when Filling Forms
- Sorting your Documents
- Renaming a Document
- Date and Time in Forms
- Upload Documents From Your computer
- Populating Forms by MLS ID
Electronic Signatures
- Creating a Signature Request
- Workaround NexOne Sign
- Password request for signatures
- Location Sharing
- Your client's decision to Agree or Decline a signing session
- Personalizing your signature through NexOne Sign
- Selecting signer's font after signing has begun
- Mobile experience
- Signing session delivery status
- How to disable reminder emails of signing sessions not completed
- Location tracking optional for signing sessions
- Signing Sessions via SMS
- Initials in signing sessions
- Creating a Signature Session in Docusign from NexOne Agent
- Linking DocuSign to Nexone Agent
- Signing Guide
- Client Walkthrough
- Move signer tour window
- Watch a Complete Signing Session
- Prompted to Share Location
- Improve Signature
- Draw Signature or Choose Computer Generate Signature
- How to Electronically sign a document
- Signing Session Certificat
- Info Button - Document got Electronic Signing
- Legend for Documents for Electronic Signing Statuses
- Restore Signing Sessions: Delete unwanted Yellow Documents for electronic signing (Editable Version)
- Resend Your Document for Electronic signing
- Sign Dashboard
- Print incomplete signing session
- Edit your Signing Session
- Remove Signer from Signing Session
- Electronic Witness - Save Session Certificate
- Add/Remove Signer
- Sign Audit (track signer(s) throughout their signing session. Print session certificate)
- Change/correct Routing Order
- Change/Correct Signer's Email Address
- Tag Documents for Signatures
- Making Changes to Signed Documents (example: Counteroffer)
- Text Field
- Delete Individual Pages in a Document
- Copy and Paste Tags when Tagging Document
- Text Field Assigned To A Signer
- Change Font Style and Size
- Edit signers and Documents for Tagging screen
- Tagging (example: Place Signature, date/time for your signer)
- Remove Signing Elements (Sign here, Initial Here, Date/time, Text Field, Strikethrough, Checkbox)
- Tags: Add, Remove, Edit & More!
- In-Person Signer (example: Your client signs from your tablet or computer)
- Saving a Signing Session for a later send
- NexOne Sign Update
Activities
Calendars and Scheduling
Brokerage
- Setting up Your Brokerage
- Drag and Drop Documents for Submission-hold
- Admins: Enabling trade record requirement section in order to submit
- Additional Activities Features for Transaction Managers
- Additional submission Features for Transaction Managers
- Edit your Brokerage Members Accounts
- Transaction Managers - Setting or changing Reviewwers
- Drag and Drop Documents for Submission
- Add, Edit and Submit Activities and Submission Plans
- Manage your review group
- Create Submission Plan or Activities Checklist
- Assisting your Agents with Transactions
- Upload Brokerage Logo
- Transaction Viewer -Adding a Transaction
- Transaction Viewer
- Rename Submission Plan
- Removing a Member of your Brokerage
- Inviting your Brokerage Members
- Import your contact list to the Address Book
- Form Creator - Adding Custom Clauses/Phrase & Tags - For admin
- Deleting Submission Plans and Activities from transactions
- Delete Submission Plan
- Create Offices & Teams
- Copy Submission Activity Plans
- Brokerage Settings
- Brokerage Reports
- Brokerage Billing: Update billing information, adding liscences.
- Form Groups - Creating & Sharing within your Organization
- Transfer Members between Org Units
- Document Management for Admins