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NextDeal – DigitalDocs/preDocs

Overview

To demonstrate how to set up and use NextDeal’s integration. NextDeal provides two services:

  • DigitalDocsTM, an online document storage repository.
  • preDOCSTM, an electronic technology that guides consumers through the execution of all required pre-closing documents, then returns the assigned documents directly to a company designated email using the latest end-to-end encryption.

Begin here: Contact NextDeal for further information or to register for services at www.nextdeal.us or (877)711-7226. 

Next: Complete the following set up steps.  Provide the following items to NextDeal to complete the integration setup:

  • Employee partner username and password.
  • List of document types displaying both DocumentTypeIDs and Document Name.
  • The domain URL as provided by Adeptive support.

Then: Test.

Create a NextDeal Partner

Admin/Partners

  • Click New.
  • Enter the partner’s information and set the Partner Type to Other, or another type of your choosing.
  • Save.

Create a Partner Employee

Admin/Partners

  • Highlight the partner created above and click New in the partner employee area.
  • Enter a First Name.
  • Enter an Email Address.
  • Check Primary Contact, which will default this employee to the primary contact when the partner is added to the file.
  • Check Enabled in the Website Access area.
  • Click Generate to populate a Password. This will ensure company-specific password validation rules are met. Write down this password to use in the validation step.
  • Enable the following Website Roles:
    • Edit Buyer/Seller
    • View Documents
    • Web Services: Add Actions
    • Web Services: Add Documents
    • Web Services: Add Notes
    • Web Services: Add Partners
    • Web Services: Add WebURL Documents
    • Web Services: Get Actions
    • Web Services: Get Documents
    • Web Services: Get Notes
    • Web Services: Get Partners
    • Web Services: Search Files
  • Click Save.

Password Validation

Website

After a password is set or reset for a partner employee, the employee is required to enter a new password the next time they access the website. To ensure this integration is set up properly, log into the company’s Resware website with the username and password created in the prior step and create a new password. Provide this new password to NextDeal.

Note: It may be beneficial to set the expiration date of this password out for an extended period of time on the partner employee setup. Check with company-specific password security protocols to verify this will be acceptable or have a reminder in place to update this password as needed to ensure this integration’s service will not be interrupted.

Note: Provide the Username and Password to NextDeal.

File Type Settings

Admin/Documents and Templates/File Types

  • Verify File Type is Already Read Only is not enabled for extensions .doc and .docx.
  • Click Edit to unselect File Type is Already Read Only, if enabled.

Document Type Settings

Admin/Document and Templates/Document Types

A document being sent to NextDeal must have the following settings on the document types: Verify the documents being sent to NextDeal have Internal and Secured disabled and Read Only on Website Download is enabled.

  • Click Edit to unselect Default to Internal Only and Default to Secured, if enabled.
  • Check Force Read Only, if disabled.

Note: All existing file’s documents would need to have their settings manually updated as stated above to be recognized by NextDeal.

Example on a File

File/General

  • Select Add Partner to search for the NextDeal partner.
  • Enter a Name or Partner Type from the drop-down to search.
  • Click Search, then highlight the partner.
  • Click Add to File.

If a partner should be added automatically on file creation, go to Admin/Action Lists/Action Lists, edit the action lists that will be using the search integration, and click Add in the Auto-Add Partner Types on File Creation area to select the Searcher partner type. For additional information, see the Auto-Add Partner Based on County article available on the customer portal. If there is more than one partner type enabled for the location of the property on the file, priority status and/or weighting may need to be enabled on the partner, otherwise, Resware will randomly pick a partner and it may not be the intended partner. See the Partners Based on Priority Status and/or Weight article available on the customer portal.  Note: NextDeal’s DigitalDocs service will check daily for all files in a rolling 90-day window timeframe to pull documents into their storage repository. Also, their preDOCS service will poll new files and update contact records each morning. They will then begin the process on their side; NextDeal will send follow-up and confirmation emails from their system directly to the buyers, sellers, agents, and settlement agents with no Resware interaction.

Updated on March 16, 2022

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