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Profile

This article provides an overview of the user profile settings within the system. Below are the key details and configurations related to the agent's account.

User Profile Details

The user profile section contains essential information about your account, including personal details and professional settings.

EDM Configuration

  • Electronic Document Management (EDM) Settings: Customize your document management preferences, including adding your preferred scanner (e.g., PDF or printer).

Account Validation

  • Email Verification: The email associated with your account, which is also used for signing sessions, must be validated before you can send out electronic signatures.

Configuration Settings

  • Language Preferences: Set your preferred language for system navigation (English or French).

  • Date Format: Choose your desired date format (YYYY-MM-DD) for consistency.

  • Currency Format: Customize the currency format based on your region (e.g., $123,456,789.00).

Emails

  • Additional Email Addresses: You can add extra email addresses to your profile, which will be used by your brokerage to send you notifications, statements, or other important communications.

  • Email Signature: Set up a default email signature that will automatically be appended to all emails sent from the NexOne system. This ensures professional and consistent communication.

Calendar Settings

  • Link Items to Calendar: Configure which events or reminders should be synced with your calendar, such as sales condition dates, new listings, or expiring listings

Scanned Signature

  • Upload Scanned Signature: You can upload a scanned version of your signature, which will then be used for email signatures when sending out documents from the system.

Personal Address and Phone

  • Personal Address: This information is used by your brokerage for communications and official business.

  • Phone Number(s): Your phone number(s) are stored for easy contact by your brokerage.

Credit Card Information

If your brokerage integrates with a third-party credit card processor, your credit card details will be used to process invoices.

Instanet Forms

  • Available to Quebec Users Only: This feature allows you to link your Instanet Forms account with NexOne Office. Once connected, completed forms are automatically sent to a designated file within the system, eliminating the need to download and re-upload files manually.