--- title: Pushing Documents from WEBForms 2019 to NexOne Agent description: Pushing Documents from WEBForms 2019 to NexOne Agent --- [Skip to content](https://knowledge.nexone.ca/en-ca/pushing-documents-from-webforms-2019-to-nexone-agent#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 Agent](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca) 3. [Documents and Forms](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#documents-and-forms) November 30, 2025 # Pushing Documents from WEBForms 2019 to NexOne Agent 1\. In Webforms 2019’s Member Dashboard, **select the transaction** you have put your forms in ![](https://knowledge.nexone.ca/hs-fs/hubfs/image-png-Nov-30-2025-07-03-33-5044-PM.png?width=1525&height=824&name=image-png-Nov-30-2025-07-03-33-5044-PM.png) 2\. In the forms section, click on **Go to forms** **![](https://knowledge.nexone.ca/hs-fs/hubfs/image-png-Nov-30-2025-07-05-16-3557-PM.png?width=1525&height=824&name=image-png-Nov-30-2025-07-05-16-3557-PM.png)** 3\. **Select** the forms that you want to push over to **NexOne** and then **Click** on the **basket icon**. This will redirect you to the **Transaction forms window** ![](https://knowledge.nexone.ca/hs-fs/hubfs/image-png-Nov-30-2025-07-05-36-5132-PM.png?width=1525&height=824&name=image-png-Nov-30-2025-07-05-36-5132-PM.png) 4\. In the transaction forms window, **Select the pen icon** to **send the documents to NexOne** ![](https://knowledge.nexone.ca/hs-fs/hubfs/image-png-Nov-30-2025-07-06-06-7413-PM.png?width=1525&height=824&name=image-png-Nov-30-2025-07-06-06-7413-PM.png) 5\. **Select** the **Document type** ![](https://knowledge.nexone.ca/hs-fs/hubfs/image-png-Nov-30-2025-07-06-29-4678-PM.png?width=1525&height=824&name=image-png-Nov-30-2025-07-06-29-4678-PM.png) 6\. **Select** the **Client** and the **Transaction** you want to send the forms to and then click on **Select Transaction** ![](https://knowledge.nexone.ca/hs-fs/hubfs/image-png-Nov-30-2025-07-08-27-6229-PM.png?width=1757&height=900&name=image-png-Nov-30-2025-07-08-27-6229-PM.png) 7\. Your forms are then added to your listing/transaction documents in NexOne! ![](https://knowledge.nexone.ca/hs-fs/hubfs/image-png-Nov-30-2025-07-14-10-5256-PM.png?width=2754&height=1070&name=image-png-Nov-30-2025-07-14-10-5256-PM.png) ![](blob:https://nexone.atlassian.net/020674a8-02e6-40cb-89d1-625b6f65d571#media-blob-url=true&id=3f3a033a-3164-45e3-a982-553ccd8ea55d&collection=contentId-360284169&contextId=360284169&width=1689&height=921&alt=) - [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) - 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