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Renaming a Document

 
 

Sometimes one transaction can have several of the same type of documents. While "COMMON LAW TRANSACTION BROKERAGE AGREEMENT - Signed" has a ring to it, we can do better!

Creative naming can be the best way to stay organized. Luckily, that's easy to do with NexOne Agent.

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1. Place your cursor over the document. This will reveal the Info button. Click on it to see document info.

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2. Click on the pencil icon to edit the document's name.

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3. This will open the field and allow you to rename the document with distinction!

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4. Click outside of the field and then click save.  You'll see a progress and the window will close once the save is complete!