---
title: Webforms - Send documents from Webforms to NexOne
description: Send documents from Webforms to NexOne
---

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June 23, 2026

# Webforms - Send documents from Webforms to NexOne

 

If your NexOne Legend account is not yet linked to your WebForms, please ensure the connection is established before proceeding: [Link/Unlink NexOne Legend to Webforms](https://nexone.atlassian.net/wiki/x/KYBsFQ)

1\. In Webforms 2019’s Member Dashboard, **select the transaction** you have put your forms in

![759c3710-d6c4-4028-867f-ccfeef9fa7e5](https://knowledge.nexone.ca/hs-fs/hubfs/759c3710-d6c4-4028-867f-ccfeef9fa7e5.png?width=670&height=365&name=759c3710-d6c4-4028-867f-ccfeef9fa7e5.png)

 Keep in mind that the indicated fields below must be filled for the deal to be successfully pushed to NexOne. If there is already a deal in NexOne the dossier will be duplicated. 

![1e1d7a61-b3b1-4e20-8099-8f4104672793](https://knowledge.nexone.ca/hs-fs/hubfs/1e1d7a61-b3b1-4e20-8099-8f4104672793.png?width=670&height=314&name=1e1d7a61-b3b1-4e20-8099-8f4104672793.png)

 2. In the forms section, click on **Go to forms** 

![ea52a832-b1cf-4eff-b4ff-b0cd68454fd9](https://knowledge.nexone.ca/hs-fs/hubfs/ea52a832-b1cf-4eff-b4ff-b0cd68454fd9.png?width=670&height=365&name=ea52a832-b1cf-4eff-b4ff-b0cd68454fd9.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** 

![57949968-6942-45f2-82e3-0b378b311803](https://knowledge.nexone.ca/hs-fs/hubfs/57949968-6942-45f2-82e3-0b378b311803.png?width=670&height=365&name=57949968-6942-45f2-82e3-0b378b311803.png)

 4. In the transaction forms window, **Select the pen icon** to **send the documents to NexOne** 

![7d7690ee-3b67-436c-9832-8f191f749fd6](https://knowledge.nexone.ca/hs-fs/hubfs/7d7690ee-3b67-436c-9832-8f191f749fd6.png?width=670&height=365&name=7d7690ee-3b67-436c-9832-8f191f749fd6.png)

 5. **Select** the **Document type**

![21d7f89d-9287-4e45-921b-c21c036b161e](https://knowledge.nexone.ca/hs-fs/hubfs/21d7f89d-9287-4e45-921b-c21c036b161e.png?width=670&height=365&name=21d7f89d-9287-4e45-921b-c21c036b161e.png)

   
6\. Your forms are then added to your listing/transaction documents in NexOne! 

![05d1f4dc-ac20-421a-9703-375e90b78711](https://knowledge.nexone.ca/hs-fs/hubfs/05d1f4dc-ac20-421a-9703-375e90b78711.png?width=670&height=479&name=05d1f4dc-ac20-421a-9703-375e90b78711.png)

 

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