> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.nekst.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Storing and Sharing Documents

# Storing & Sharing Documents

Nekst makes it easy to organize and share every document related to a transaction. Over time, we'll add more ways to move documents from e-signature tools into Nekst so you don't have to manage them twice.

${youtube}[Document Storage Overview](vYNBtYOh2m0)

## Document Labels

Files come in with all sorts of names — to keep document management consistent across transactions, you label each file with the role it plays (Purchase Contract, Inspection Report, etc.).

To create labels:

1. Go to **Settings → Setup → Document Labels**.
2. Click **+ Create Label**.
3. Name the label and (optionally) upload a Universal Document.

![](https://storage.crisp.chat/users/helpdesk/website/f43f5e89d91dd000/screen-shot-2023-07-18-at-1053_1hqutgw.png)

![](https://storage.crisp.chat/users/helpdesk/website/f43f5e89d91dd000/screen-shot-2023-07-18-at-1053_ohry2x.png)

### Universal Documents

A Universal Document is a file that never changes — store it on the label so it's always available. Examples:

* Tips for Preparing Your Home for Sale
* Team Member Overview
* Buyer Guide

![](https://storage.crisp.chat/users/helpdesk/website/f43f5e89d91dd000/screen-shot-2023-07-18-at-1054_1k647xs.png)

## Document Templates

A Document Template is a group of labels typical for a transaction type. Applying a template to a transaction creates all those labels at once, so you can spot missing documents at a glance.

Create templates for:

* Listing Transaction
* Purchase Financing Transaction
* Purchase Cash Transaction
* HOA Doc Package
* Lease Transaction
* …and more

Every label you add inside a template also gets added to your overall label list automatically.

![](https://storage.crisp.chat/users/helpdesk/website/f43f5e89d91dd000/screen-shot-2023-07-18-at-1117_k3s04b.png)

## Adding documents to a transaction

Open a transaction, click **Open…**, and choose **Documents**.

![](https://storage.crisp.chat/users/helpdesk/website/f43f5e89d91dd000/screen-shot-2023-07-18-at-1119_j9tadb.png)

To upload a file, click **Upload Document**. In the dialog:

1. Click **Choose File** and select your document.
2. (Optional) In **Document Label**, pick an existing label or type the name of a new one to create it on the spot.
3. (Optional) Check **Add to Client Portal** to share the file with your client.
4. Click **Submit**.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/add-label-during-document-uplo_1emwrd3.png =500x280)

You no longer have to create a label first and upload into it — labeling and uploading happen in one step. Leave the label blank to add the file as an individual document with no label.

![](https://storage.crisp.chat/users/helpdesk/website/f43f5e89d91dd000/screen-shot-2023-07-18-at-1127_cay0jr.png)

| Supported formats: .pdf and .doc

## Sharing documents through Email & SMS tasks

Every label works as a SmartTag in Email and SMS tasks. Build it into your workflow once and the right document is shared at the right moment.

Type `#documents.` followed by the label name. If no document is attached to the label, no link is sent.

| All shared documents send as a link (not an attachment). The link opens a browser preview the recipient can download from.

![](https://storage.crisp.chat/users/helpdesk/website/f43f5e89d91dd000/screen-shot-2023-07-18-at-1134_17fa7ns.png)

## Sharing documents through the Client Portal

On the Client Portal Setup page, select which documents to share. Selected documents appear on the client's portal.

![](https://storage.crisp.chat/users/helpdesk/website/f43f5e89d91dd000/screen-shot-2023-07-18-at-1139_jx21k0.png)