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.
How to use docusign in kw command. Log into kw command. Add a contact c. Docusign is now integrated into kw command as a free e signature and document storage platform. Click here to learn how to create a docusign room for an opportunity. Set up the docusign trigger and make magic happen automatically in keller williams command.
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. Create an opportunity d. Click go to transaction f. Zapier s automation tools make it easy to connect docusign and keller williams 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.
Follow the steps here a. Log in to docusign access new room 1. Go to documents tab and start a transaction e. In order to utilize docusign for document upload and signatu.