How to Load & Send Off Documents in DocuSign in KW Command | KW Command 66 Day Challenge 2.0 Day 65

DocuSign is now integrated into KW Command as a free e-signature and document storage platform. In order to utilize DocuSign for document upload and signature you'll need to do the following:

1) View Your Opportunity
2) Click on Documents
3) Click on Start Transaction or Go To Transaction
4) If you haven't previously, filled out all of the Room Details
(https://youtu.be/4NPmQLDRyK4)
5) Add Your Document to the Room
6) Fill in the Document
7) Click Circle in top Left of Document
8) Click on DocuSign pen icon
9) Name Envelope
10) Add Any Additional Docs if Needed
11) Add Recipients
12) Add Appropriate Initials, Signatures and Other Fields
13) Receipient Preview
14) Send Off for Signatures

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 How to Load & Send Off Documents in DocuSign in KW Command | KW Command 66 Day Challenge 2.0 Day 65 канала Marty Miller