How To Use Docusign In Kw Command
Once you have created the room you will go through the opportunity to access docusign where you can then manage your documents.
How to use docusign in kw command. 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. Zapier s automation tools make it easy to connect docusign and keller williams 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. Learn how to create your docusign account for kw command with scott le roy marketing.
Create an opportunity d. Log into kw command. Go to documents tab and start a transaction e. Docusign is now integrated into kw command as a free e signature and document storage platform. Log in to docusign access new room 1.
Click here to learn how to create a docusign room for an opportunity. Follow the steps here a. In order to utilize docusign for document upload and signatu. Click go to transaction f.