How To Use Docusign In Command
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Each signer is specified in the child command signer a child command is one that is positioned underneath a main command.
How to use docusign in command. Click here to learn how to create a docusign room for an opportunity. Step 3 bring signed documents from dotloop into command for compliance. Emails will be sent in order of signers listed under sendtodocusign tag. Click go to transaction f. Step 1 connect command and docusign.
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. Use docusign esignature to easily upload and send documents for electronic signature from anywhere and on any device. Second go to documents and add documents from docusign 3. To use docusign you will first need to create the docusign room from within an opportunity in 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. Log in to docusign access new room 1. Step 2 create an opportunity and create a room from the opportunity. This includes docusign click docusign simplified sending and any third party integration that relies on esignature. First click details enter contract info on left contact info on the right 2.
Add e signature commands to the send to docusign step each command below is linked to its own detail page sendtodocusign this command sends the outcome document through docusign to a set of recipients for signing. 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.
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