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