Start in Command to manage your team transactions and submit your signed documents to your Market Center for Review. Transition to DocuSign through the integration with Command and send out forms and documents for signatures.
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To utilize the collaboration features referenced in the list below, you will need to have KW DocuSign connected via your Settings within Command. Please note: Guest User admin accounts do not have the permissions to create a KW DocuSign account, as these accounts are designed for 3rd party users. Only those with KW, who are in your Market Center and can be added as a true member to your team, can create a KW DocuSign account as they have full access to Command. |
See below to learn more about the workflow a team can use to use DocuSign and Command to complete a transaction:
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1. Create/Find Your Contact within Command Identify or add your team Contact into Command. Once added, begin the transaction and manage the Opportunity applet within Command. |
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2. Create and Prepare Your Opportunity for Compliance Manage the Opportunity from start to finish within the Opportunities applet. First create the buyer or seller team opportunity for your transaction, then add assignees and as much detail as possible as this will assist in later steps. Include dates, people, property information and dollar amounts. You can update the details throughout the life cycle and it can be synced back to DocuSign. |
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3. Select a Compliance Checklist for Your Opportunity After creating the Opportunity, begin the Compliance process by selecting a Compliance Checklist, created by your Market Center, in the Documents tab. The Checklist will detail the required documents for the transaction. |
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4. Start a Transaction Start a Transaction, which will engage with DocuSign through the integrated Command connection and create the DocuSign Room.
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5. Share Forms Access Access to forms in DocuSign is tied to your NRDS or Association ID, which could cause problems if your team admin needs to manage documents on your behalf. Sharing forms access, with non-licensed users, such as transaction coordinators, allows these people to add or edit forms on your behalf without requiring your credentials. Agents have the ability to share forms access within a single Room or all current and future Rooms, and have the ability to remove this shared access at any time. |
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6. Prepare your Documents and Forms for Compliance Working within the Room you created, prepare your documents and forms for signatures. Select and pull in the appropriate forms created and uploaded by your Market Center from form groups or library. This is where you’ll make updates and edits to your documents prior to signature. |
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7. Create and Send your Documents for Signature Once your completed documents are in the Room, create an envelope to send the documents out for signature via email. Within the Envelope you will be able to assign pre-tagged roles and make any final edits to the document before sending for signature or review. |
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8. Upload your signed documents to your Opportunity Once the signed documents are returned within your room, you are ready to return to your Opportunity within Command and upload the signed versions of your documents into the Compliance Checklist. |
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9. Submit your Signed Documents to your Market Center After uploading the signed documents into the Opportunity within Command, submit your documents to your Market Center for Compliance review. Once submitted, check here for documents that have been approved, returned or rejected. |
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