Moving Docs From DotLoop to DocuSign for Use in KW Command | KW Command 66 Day Challenge 2.0 Day 66

As KW Agents begin their transition from DotLoop (or continue to use DotLoop) into DocuSign (or at minimum Command Opportunities), it's important to know one of the easiest ways to move your Documents from DotLoop into DocuSign for use in KW Command. Watch this short video to learn how to:

1) Access your DocuSign Account
2) Verify or Change Your Inbound Email in Inbox Details
3) Access your DotLoop Account
4) Open a Loop
5) Choose the Documents You Want to Send Over to DS
6) Click on Share
7) Add a Name, Your Inbound Email and a Role
8) Click on Send
9) Watch for the Documents to Show Up in your DocuSign Inbox
10) Choose the Documents and then Click on Move
11) Choose Which Room the Documents Should End up In

You now can go back into your Command Opportunities screen and select the Documents you need for Compliance and easily upload them directly from Docusign.

In addition to in depth Coaching, Lori and I will be hosting regular webinars focusing on using KW Command in your daily businesses. Our first live webinar will be Tuesday, September 10th. For more information on the webinar, please visit: https://events.genndi.com/register/818720503324741813/781b6ce4f4

If you would like to further your KW Command journey and take your training to the next level, please join Lori Ballen and I and our new Command Coaching Program, At Your Command. For more information, please visit: https://www.ballenacademy.com/p/at-your-command

👦 Marty Miller is the Team Lead for Summit Property Group at Keller Williams Platinum and the Productivity Coach for Keller Williams Platinum, both located in Houston, TX. Marty is also a Keller Williams University Approved National Trainer.

🏡 To learn more about Summit Property Group or to contact Marty with a referral for the Houston market, please visit www.SummitPGH.com or call Marty at 281-224-7934.

🎓 To have Marty come visit your Keller Williams Market Center to teach Keller Williams University curriculum and or Keller Williams technology courses, please email Marty at Marty.Miller@KW.com.

🎞 Be sure to subscribe to this YouTube channel to get more Keller Williams training videos on KW Command, Kelle and much more in the future: http://www.youtube.com/c/MartyMillerwithKW

Видео Moving Docs From DotLoop to DocuSign for Use in KW Command | KW Command 66 Day Challenge 2.0 Day 66 канала Marty Miller