---
title: Upload/Hide Documents
description: Upload/Hide Documents
---

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June 23, 2026

# Upload/Hide Documents

 

**Note:**

Whether you are in a Transaction, Listing or Client's File, the process of Adding/Hiding documents remains the same. In this case we'll be using a Transaction as a demonstration.

**Adding Documents**

1\. Click on the **Transaction tab**

**![8b970c16-27bb-44b9-8654-84c2be959494](https://knowledge.nexone.ca/hs-fs/hubfs/8b970c16-27bb-44b9-8654-84c2be959494.png?width=670&height=42&name=8b970c16-27bb-44b9-8654-84c2be959494.png)**

 2. Select your **Transaction address** 

![58dfef29-03f7-41dd-b69b-859e10fffd5f](https://knowledge.nexone.ca/hs-fs/hubfs/58dfef29-03f7-41dd-b69b-859e10fffd5f.png?width=670&height=543&name=58dfef29-03f7-41dd-b69b-859e10fffd5f.png)

 3. Click on **Documents** on your right hand side 

![543f9881-840c-4831-b971-247d6c2228a4](https://knowledge.nexone.ca/hs-fs/hubfs/543f9881-840c-4831-b971-247d6c2228a4.png?width=670&height=497&name=543f9881-840c-4831-b971-247d6c2228a4.png)

 4. You will find the list of **Required Documents** set up by your office. Click on the **Add documents** button 

![753fa36b-bf0a-4ab7-aa5b-87d1c15cd0a8](https://knowledge.nexone.ca/hs-fs/hubfs/753fa36b-bf0a-4ab7-aa5b-87d1c15cd0a8.png?width=670&height=466&name=753fa36b-bf0a-4ab7-aa5b-87d1c15cd0a8.png)

5\. Before uploading your documents, make sure to **fill** in the **required fields**: **Scanned at**; **Scanned by**; **Model** & **Security Level**

**Info:**

There are 3 Security Levels:

- **Authorized Agent Only**: Only the authorized Agent has access to the file you are about to add.
- **Authorized Agent and Office Personnel**: The authorized Agent and the Office personnel have access to the file you are about to add.
- **Brokerage Agents and Authorized Personnel**: The Brokerage Agents and the authorized personnel have access to the file you are about to add.

 ![82dafb15-beb7-457e-89a2-11c63c302a19](https://knowledge.nexone.ca/hs-fs/hubfs/82dafb15-beb7-457e-89a2-11c63c302a19.png?width=670&height=455&name=82dafb15-beb7-457e-89a2-11c63c302a19.png)

6\. There is 2 ways to upload your documents: **Browse** or **Drag & Drop**

- If you click **Browse**, you will be able to search for your documents within **your computer's files**  
  ![85391557-52f3-4f7c-8ab9-55ce8d427f95](https://knowledge.nexone.ca/hs-fs/hubfs/85391557-52f3-4f7c-8ab9-55ce8d427f95.png?width=670&height=360&name=85391557-52f3-4f7c-8ab9-55ce8d427f95.png)

7\. After uploading, you have to **Set Up** the **Document Type** for each of your uploaded documents, then click **Upload Documents**

**Warning:**

If you do not set or if you set the wrong document type, you may not be able to find your document, depending on the rules set by your office beforehand.

 ![a663c509-2abf-4ff6-81c2-d83a0a337eef](https://knowledge.nexone.ca/hs-fs/hubfs/a663c509-2abf-4ff6-81c2-d83a0a337eef.png?width=670&height=451&name=a663c509-2abf-4ff6-81c2-d83a0a337eef.png)

 Hiding Documents

**Info:**

It is not possible to delete a document completely in NexOne, you can only Hide it.

1\. Click on the **Transaction tab**

**![05f9572c-7037-44a2-9cbf-6586986a20b0](https://knowledge.nexone.ca/hs-fs/hubfs/05f9572c-7037-44a2-9cbf-6586986a20b0.png?width=670&height=42&name=05f9572c-7037-44a2-9cbf-6586986a20b0.png)**

 2. Select your **Transaction address** 

![cab2119f-993b-41e8-a5f0-422187af3d2f](https://knowledge.nexone.ca/hs-fs/hubfs/cab2119f-993b-41e8-a5f0-422187af3d2f.png?width=670&height=543&name=cab2119f-993b-41e8-a5f0-422187af3d2f.png)

 3. Click on **Documents** on your right hand side 

![a7f2e2cd-3c18-4e58-bac2-5c53a2304174](https://knowledge.nexone.ca/hs-fs/hubfs/a7f2e2cd-3c18-4e58-bac2-5c53a2304174.png?width=670&height=497&name=a7f2e2cd-3c18-4e58-bac2-5c53a2304174.png)

 4. Click on the **Red Circle Icon** in order to **Hide** your Document 

![0acc5445-49a1-44f1-8da1-3f727cf9f483](https://knowledge.nexone.ca/hs-fs/hubfs/0acc5445-49a1-44f1-8da1-3f727cf9f483.png?width=670&height=390&name=0acc5445-49a1-44f1-8da1-3f727cf9f483.png)

- **Confirm** by clicking **OK**

**![a74324f2-3bd2-4818-8e1e-219ca109ae35](https://knowledge.nexone.ca/hs-fs/hubfs/a74324f2-3bd2-4818-8e1e-219ca109ae35.png?width=670&height=376&name=a74324f2-3bd2-4818-8e1e-219ca109ae35.png)**

5\. You will find your **Hidden documents** under the **History tab**

**Tip:**

In order to restore your document after having hidden it, you only need to go to the History tab, download your documents (on your computer) then re-upload it to NexOne.

 ![e1ec800a-0f5b-4a08-8d82-2fc65e2f5263](https://knowledge.nexone.ca/hs-fs/hubfs/e1ec800a-0f5b-4a08-8d82-2fc65e2f5263.png?width=670&height=442&name=e1ec800a-0f5b-4a08-8d82-2fc65e2f5263.png)

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