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DocuSign Boot Camp.(Learn how to use DocuSign)
March 6 @ 9:30 am - 11:30 am
In-Person and also via Zoom: https://us02web.zoom.us/j/2812650123?pwd=UUpkWkVmMGFncjVodzkrZ3djc0FVUT09
What do you need to do before class and what to expect?
1. Login to your HAR, Command and Docusign and make sure they work (you must have these logins and passwords to participate).
2. Day of the class, Come in early and get logged in before the class starts.
3. Boot Camp! It’s only about an hour and a half long. Can not stop, we’re on a tight schedule. A neighbor can help you.
4. I can help you after class if needed.
What will be covered?
Check your login to Docusign is the kw Docusign.
Ensure you have The Texas Realtors documents integrated into your Docusign.
Check Command settings that DocuSign is connected.
Go through the process of adding yourself as a contact, create an Opportunity and create the DocuSign room through Command.
In Docusign, we will learn how to edit and send the document to yourself and sign them.
*If time allows, we will learn how to create templates to copy info from to your documents.
You will leave this class knowing how to start the transaction in Command, get your documents and send them for signatures.