How To Use Docusign In Kw Command

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How to use docusign in kw command. Log in to docusign access new room 1. 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. Create an opportunity d. Docusign is now integrated into kw command as a free e signature and document storage platform. Learn how to create your docusign account for kw command with scott le roy marketing.

Zapier s automation tools make it easy to connect docusign and keller williams command. Log into kw command. If you already have a docusign account you will not be able to create a new kw docusign account with the same email address as in your existing docusign account. In order to utilize docusign for document upload and signatu. 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.

Once you have created the room you will go through the opportunity to access docusign where you can then manage your documents. Click here to learn how to create a docusign room for an opportunity. Go to documents tab and start a transaction e. Click go to transaction f.