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.

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.

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

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.

Adding documents to a transaction

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

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.

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.

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.

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.

Updated on: 08/12/2026