KW Command: Opportunities and DocuSign (in-depth)

In this video Jay Cermak, Trainer Extraordinaire, goes in depth within an Opportunity in Command and shows how DocuSign will integrate, how to create a Room in DocuSign, How to access contracts, fill in contracts, package them to sign, and upload to Command for Compliance!

20 Minute Video - Full in depth use of Command & DocuSign. Here's the breakdowns:

0-1:30 - How to Access DocuSign from Documents in an Opportunity

1:31 - 3:13 - How to Edit Details in DocuSign

3:14 - 6:16 - How to Add Documents in DocuSign

6:17 - 7:40 - Fill in the Documents in DocuSign

7:41 - 14:27 - How to Send an Envelope for Signatures with DocuSign

14:28 - 17:23 Sign as the Consumer for DocuSign

17:24 - 18:20 Sign as the Agent in DocuSign

18:20 - 19:12 Overview of history and documents

19:13 - 20:00 Upload File in Command for Compliance

20:01 - 20:59 - Submit to MCA

21:00 - 26:18 Mca Rejected File - How to correct in DocuSign and resubmit for compliance with signing contracts


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