Emailing Documents into a Transaction
📩 Email Documents Directly into a Transaction
You can now email documents (PDF or Word) directly into your Nekst transactions — no more downloading and manually uploading each file.
This makes it easy to send files straight from document management tools like Skyslope, Dotloop, and Docusign.
🔍 How It Works
Every transaction in Nekst has a unique email address for uploading documents.
When you email a supported file (PDF, Word, etc.) to that address, Nekst automatically adds the document to the correct transaction.
📧 Finding the Transaction Email Address
- Open your transaction in Nekst.
- Click the (Open...) button and select the Documents tab.
- Under the Transaction Name, will be the unique email address. You can manually **Copy Upload Email **or click the file icon.
- Paste that email address when sending or forwarding files.
Example Format:
peHFCpzr.8s4porF5@documents.nekst.com
✅ Supported File Types
- PDF (.pdf)
- Microsoft Word (.doc / .docx)
- OpenDocument Text (.odt)
- Rich Text Format (.rtf)
⚙️ What Happens When You Send an Email
Scenario | Result |
|---|---|
One Attachment | File is uploaded and labeled based on the email subject (if it matches an existing label). |
Multiple Attachments | All supported files are uploaded with no labels. |
Unsupported Files Only | You’ll receive a bounce-back email: “No attachments found.” |
File Too Large (>25 MB) | Large files are skipped, but smaller files in the same email are still processed. |
Invalid Transaction Email | The message bounces back with “Team not found” or “Project not found.” |
💡 Tips for Success
- Keep each file under 25 MB.
- Use a simple subject line if you want to apply a label to a single document.
- You can send files from any email address, including automated systems like Dotloop or Skyslope.
- Uploaded documents typically appear within 30–60 seconds.
🧾 Example Use Cases
- Forward a;; signed contract documents from Dotloop directly into Nekst.
- Request inspection reports to be sent from your client directly into Nekst
- Add this email address to all Docusign envelopes as a "CC" transaction party to have it automatically load after all parties sign
🔔 Notifications
When a document is received, Nekst creates an in-app notification confirming the upload.
Example:
🧩 Troubleshooting
If your document doesn’t appear in Nekst:
- Confirm the transaction email address is correct.
- Verify the file type (PDF or Word).
- Check the file size (under 25 MB).
- Look for any bounce-back message that explains what went wrong.
Updated on: 10/30/2025
Thank you!