The Form Libraries that DocuSign has set up in the Market Center Admin account consist of every form you would find in each MLS. These libraries include all of the forms from the MLS, and do not separate or organize them by transaction type. You have the ability to create a form group, for each transaction type and association, to make it easy for your agents to access the forms they need.
To create DocuSign form packets:
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. On the left side of the page, click Command MC Settings, then click Applications, and select DocuSign Settings.
4. Choose your Market Center from the drop-down, then click Go To DocuSign.
5. For security purposes, the system will have you log in with your Market Center's email@example.com DocuSign credentials (this is the Market Center's admin account, not tied to any one person), but only once per day.
6. Click the Settings tab, at the top of the page.
7. At the top left of the page, click Forms.
You will see the libraries that have been set up for your Market Center, now we need to create form packets to better organize these forms based on transaction type.
8. Click New Packet, at the top right of the page.
9. When the popup appears, first name the packet, then click Edit, next to the "Offices" field, to select the offices (Market Centers) you are creating this group for, then click Use Selected. Click Continue once you are finished.
10. To add forms, click Select, to the right of "Select Library." Choose the library you want to use, then click Use Selected. Check the box next to each form you want to include, then click Save.
You will repeat this process to create all of the form packets your MC will need. As agents in your Market Center are using DocuSign Rooms, they will have access to these groups and will use them to add forms to their Rooms. To learn how to manage these packets, click here.
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