---
title: Steps to take to activate & set up a Realtors Profile
description: Steps to take to activate & set up a Realtors Profile
---
[Skip to content](https://knowledge.nexone.ca/en-ca/steps-to-take-to-activate-set-up-a-realtors-profile#main-content)
English - Canada
Show submenu for translations
[](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 Legend](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca)
3. [Office & Employees](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#office-employees)
June 23, 2026
# Steps to take to activate & set up a Realtors Profile
Once you have clicked on ‘**Activate Agent**’ Link in the Agents profile:
### You will need to complete the following fields:
2\. **Modify agent access** Select the appropriate file access for your agent to access files and documents
Once the Agent has an Active Profile, please ensure the package is set to **EDM** in order to access the documents section.
If the Package says “Free”, please email us at [support@nexone.ca](mailto:support@nexone.ca) for us to update this right away for you.
3\. To ensure your Agent is able to upload documents, the Agent profile needs to have a Scanner selected.
You as the Administrator can edit this for the Realtor or you are able to guide them do complete this section themselves:
-Click on the preferences as shown below:
3. Now you are in the Scanner List. Click on ‘**Edit**’. now you can enter the Scanner Name and Configuration for as many scanners as you may have.
**The important notice on the right hand side lists scanner titles to insert into your list.**
Done
- [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)
- [Electronic Signatures](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#electronic-signatures)
- [Activities](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#activities)
- [Calendars and Scheduling](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#calendars-and-scheduling)
- [Brokerage](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#brokerage)
- [Teams & Sharing](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#teams-sharing)
- [Integrations](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#integrations)
- [Common Trouble Shooting](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#common-trouble-shooting)
- [what's New?](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#whats-new)
- [Get a 1-on-1 training](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#get-a-1-on-1-training)
- [Processing the File for 121QA Service](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#processing-the-file-for-121qa-service)
- [NexOne Office](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#main-content)
- [Dashboard (New Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#dashboard-new-version)
- [Signature (New Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#signature-new-version)
- [Listings (New Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#listings-new-version)
- [Buyer Agreements (New Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#buyer-agreements-new-version)
- [Transactions (New Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#transactions-new-version)
- [Accounting (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#accounting-not-updated-old-version)
- [Calendar (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#calendar-not-updated-old-version)
- [Dashboard (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#dashboard-not-updated-old-version)
- [Listings (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#listings-not-updated-old-version)
- [Transactions (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#transactions-not-updated-old-version)
- [Alerts (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#alerts-not-updated-old-version)
- [EDM and Signatures (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#edm-and-signatures-not-updated-old-version)
- [Statistics (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#statistics-not-updated-old-version)
- [Contact (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#contact-not-updated-old-version)
- [Communications (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#communications-not-updated-old-version)
- [NexOne Forms (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#nexone-forms-not-updated-old-version)
- [Tips & Tricks (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#tips-tricks-not-updated-old-version)
- [Profile (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#profile-not-updated-old-version)
- [Financial Picture (old version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#financial-picture-old-version)
- [NexOne Legend](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#main-content)
- [General](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#general)
- [Listings](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#listings)
- [Clients](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#clients)
- [Transactions](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#transactions)
- [Office & Employees](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#office-employees)
- [Documents & Follow-up](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#documents-follow-up)
- [Forms](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#forms)
- [Integrations](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#integrations)
- [Billing](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#billing)
- [GoEmail](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#goemail)
- [Setup](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#setup)
- [FAQ](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#faq)
- [Webinar / Ring Central Meeting](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#webinar-ring-central-meeting)
- [Tips & Tricks](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#tips-tricks)
- [what's new?](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#whats-new)
[](https://nexone.ca)
Copyright NexOne Corporation, All rights reserved 2026-2027.
Privacy policy | Cookies