DocuSign and Command

Command And DocuSign

Step 1 - Connect Command and Docusign
Step 2 - Create an Opportunity and Create a Room from the opportunity
Step 3 - Bring signed documents from Dotloop into Command for Compliance

Step 1 - Connect Command and Docusign

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1. Log in to http://agent.kw.com with your Keller Williams login credentials.
2. Click your name, at the top right of the page, and choose Settings from the drop-down.
3. Find DocuSign on the Connected Applications list, and click Connect Account.
4. A DocuSign Connection pop-up will appear. Enter your preferred first and last name, as well as the email address you want to use with DocuSign moving forward. Click Send Registration Email.
The email address you enter here is a key part of your DocuSign identity. It is recommended that you use your @kw.com email address for this, but not required.
5. A DocuSign invitation email will be sent to the email address you entered. Find and open the email, then click Accept Invite.
6. First, DocuSign will have you choose the password you will use for your DocuSign account, then choose a password recovery validation question and answer. Click Activate.
7. Next, click the DocuSign Customer Agreement link, to review the terms and conditions around your new DocuSign account. Click Accept Agreement, once you have reviewed the customer agreement.
8. Now that the account has been created, we need to connect it to your Command account. In the DocuSign section, on the Command Connected Apps page, click Authorize.
9. Enter the DocuSign password you created on step 6, then click Log In.
10. Finally, give Command permission to connect to your new DocuSign account. Click Accept.

Step 2 - Create an Opportunity and Create a Room from the opportunity

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Step 3 - Bring signed documents from Dotloop into Command for Compliance