How To Use Docusign In Kw Command
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.
How to use docusign in kw command. To use docusign you will first need to create the docusign room from within an opportunity in command. Zapier s automation tools make it easy to connect docusign and keller williams command. Follow the steps here a. Learn how to create your docusign account for kw command with scott le roy marketing. Log into kw command.
Log in to docusign access new room 1. Click here to learn how to create a docusign room for an opportunity. Go to documents tab and start a transaction e. Add a contact c. 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.
Click go to transaction f. Once you have created the room you will go through the opportunity to access docusign where you can then manage your documents. Create an opportunity d. 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.