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Use docusign esignature to easily upload and send documents for electronic signature from anywhere and on any device.
How to use docusign in command. Log in to docusign access new room 1. 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. 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. Add e signature commands to the send to docusign step each command below is linked to its own detail page sendtodocusign this command sends the outcome document through docusign to a set of recipients for signing.
Step 3 bring signed documents from dotloop into command for compliance. This includes docusign click docusign simplified sending and any third party integration that relies on esignature. To use docusign you will first need to create the docusign room from within an opportunity in command. Each signer is specified in the child command signer a child command is one that is positioned underneath a main command. Emails will be sent in order of signers listed under sendtodocusign tag.
Second go to documents and add documents from docusign 3. Click go to transaction f. Step 1 connect command and docusign. Click here to learn how to create a docusign room for an opportunity. Once you have created the room you will go through the opportunity to access docusign where you can then manage your documents.
If you already have a docusign account you will not be able to create a new kw docusign account with the same email address as in your existing docusign account. First click details enter contract info on left contact info on the right 2.
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