All About DocuSign
We are starting the big transition from DotLoop to DocuSign. As we begin to navigate this new system, you can use this to keep up to date with training, get some extra help or just learn as much as you can about DocuSign and the system.
Below you will find a mix of videos, guides and visual how-to's. As always, if you feel like you need some extra assistance or have questions, reach out to Director of Agent Services via the link below.
Last day to use DotLoop will be June 1st. Moving forward we will be using only DocuSign.
DocuSign Step by Step
These are all written articles with some video to provide a step-by-step for the DocuSign Process in Command.
1. Create & Connect Your DocuSign Account in Command
2. Log Into KW Command
3. Add a Contact
4. Create an Opportunity
5. Go to the Documents Tab & Start a Transaction
6. Click Go To Transaction
7. Log into DocuSign & Access the New Room
8. Edit Your Details in DocuSign
9. Add Documents to Your DocuSign Room
10. Click the Document & Fill Out the Contract/Document
11. Select the Contracts & Click the DocuSign Icon
12. Fill Out the Information in the Envelope
13. Fill Out the Information in the Envelope
14. Hit the Next Button & Send Your Documents for Signature
15. Uploading Signed Documents for Compliance
16. Submit All Documents to MC
Download the Written Guide by Jay Cermak
Videos
Adding Contacts to KW Command
Creating an Opportunity in KW Command
Sign Up for DocuSign
Introduction to the Documents Tab in Command
Adding Details and Documents to a DocuSign Room
Filling Out, Adding Signatures & Sending Documents in DocuSign
Moving Documents from DotLoop to DocuSign (Free)
Downloading Loops from DotLoop to Cloud Drive Storage System (Paid Service)
Learn DocuSign by Jay Cermak
Take Command of Your Opportunities (Full Command & DocuSign Process)
Office Training Class by Ani
Links for More Information
KW Command & DocuSign Process by Jay Cermak
FAQ by KWRI
