How To Use Docusign In Kw Command

Learn how to create your docusign account for kw command with scott le roy marketing.

How to use docusign in kw command. Docusign is now integrated into kw command as a free e signature and document storage platform. Click go to transaction f. Click here to learn how to create a docusign room for an opportunity. Zapier s automation tools make it easy to connect docusign and keller williams command. Follow the steps here a.

Create an opportunity d. Log in to docusign access new room 1. Add a contact c. To use docusign you will first need to create the docusign room from within an opportunity in command. In order to utilize docusign for document upload and signatu.

Log into kw command. In this video jay cermak trainer extraordinaire goes over how to access docusign in the documents tab of an opportunity inside of kw command be sure you set u. In order to use docusign with command you must create the docusign account from within command the email address attached to your docusign account is a key part of your docusign identity. Go to documents tab and start a transaction e.