Learn how to use Docusign
DOCUSIGN 101 Class
1 Hour Class
Connect your docusign Account within command
Access docusign from your opportunities
How to move documents from dotloop to docusign
Adding Details to a docusign room
When beginning the Documents process in KW Command Opportunities, Agents should consider beginning with Room Details in DocuSign. The more information added to this tab in your DocuSign Room, the higher the likelihood that this information will be auto-populated into the Documents you add to that Room. Watch this short video to learn how to access DocuSign from within an Opportunity. You'll also learn how to choose the Details tab and what it looks like to Edit and Save these details for your DocuSign Room.
How to Split PDF DOcuments in docusign
Oftentimes, as Keller Williams Agents, we receive or scan in large PDF documents that consist of multiple individual documents. The KW Command Opportunities Documents section provides us with place holders for each of the individual documents. An easy way to split these large PDFs into their respective files/file names is to use DocuSign. W
How to Choose Your Forms In Docusign
How to fill out docusign room details
How to Edit and Fill Out Documents In docusign
How to assign & request signatures in docusign
How to Create your own docusign templates & Prefill
Docusign Inbox - Email PDF to Room
PDF's to your Room in Docusign, which can then be used in KW Command in opportunities to upload to documents!
Docusign Customize pdf for signatures
How to take a signed PDF in Docusign, and modify it to add signatures and mark up a PDF!