How To Use Docusign In Command
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Click here to learn how to create a docusign room for an opportunity.
How to use docusign in command. Looking for how to access docusign in command in the period of the digital economy with almost a third of shopping done on line and 44 of uk on line1 payments used a mobile device2 companies are significantly questioning why their contracts and customer supplier interactions can not be relocated to a completely paperless design. In order to use docusign with command you must create the docusign account from within command. 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. Step 3 bring signed documents from dotloop into command for compliance. The email address attached to your docusign account is a key part of your docusign identity.
Step 2 create an opportunity and create a room from the opportunity. Once you have created the room you will go through the opportunity to access docusign where you can then manage your documents. First click details enter contract info on left contact info on the right 2. Each signer is specified in the child command signer a child command is one that is positioned underneath a main command. To use docusign you will first need to create the docusign room from within an opportunity in command.
Log in to docusign access new room 1. Go to documents tab and start a transaction e. Emails will be sent in order of signers listed under sendtodocusign tag. Use docusign esignature to easily upload and send documents for electronic signature from anywhere and on any device. 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.
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. Step 1 connect command and docusign.
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