Compliance In Command

in-depth Opportunities & Docusign

20 Minute Video - Full in depth use of Command & DocuSign. Here's the breakdowns:

0-1:30 - How to Access DocuSign from Documents in an Opportunity

1:31 - 3:13 - How to Edit Details in DocuSign

3:14 - 6:16 - How to Add Documents in DocuSign

6:17 - 7:40 - Fill in the Documents in DocuSign

7:41 - 14:27 - How to Send an Envelope for Signatures with DocuSign

14:28 - 17:23 Sign as the Consumer for DocuSign

17:24 - 18:20 Sign as the Agent in DocuSign

18:20 - 19:12 Overview of history and documents

19:13 - 20:00 Upload File in Command for Compliance

20:01 - 20:59 - Submit to Market Center

21:00 - 26:18 Auditor Rejected File - How to correct in DocuSign and resubmit for compliance with signing contracts

Learn how you can now use the opportunities back end of KW Command for compliance and how to link your DocuSign account to display properly.

Learn how to sync your Dotloop account with KW Command