DocuSign

KW DocuSign Part 1

  • Class showing how to create  your KW DocuSign account

Direct Link: https://youtu.be/C5ddmEBWrds

 

KW DocuSign Part 2

  • Class showing how to link Webforms to DocuSign, then how to mark up documents for signatures
  • This is how most agents are using DocuSign now, but should be using DocuSign through Command, we start teaching that process in Part 3

Direct Link: https://youtu.be/UX0VDDm1kP0

KW DocuSign Part 3 – Using DocuSign with Command

  • Class showing how to email filled out forms in Webforms directly to DocuSign, get them signed, then pull them into Command Opportunities for submittal

 

 

How to Split a PDF in DocuSign

  • This video shows step-by-step how to Split a PDF into multiple PDF files in DocuSign.

Direct Link: https://youtu.be/BEWsGcbU5bg