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Dive into the Details of DocuSign

Dive into the Details of DocuSign

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Streamline Your Document Management Process Within DocuSign

We train you on how to leverage Command to get the most out of your business, saving you time and money!

Our highly trained KWU Tech Training Team uses insights from thousands of agents and leadership to create programs for you focused on best practices and valuable use cases. All programs are delivered virtually using Zoom and are highly interactive and informative!

Dive into the Details of DocuSign, which is a 2-session training that equips you to succeed with KW DocuSign! Session 1 walks you through the foundational workflow of using Command & DocuSign together to get transactional paperwork signed and uploaded for compliance review. Session 2 focuses on tips, tricks, and special features of DocuSign to see you work smarter, not harder. You will master the basics & get advanced insights all within this training!


⭐️Features and Benefits

PROGRAM DETAILS

Investment: $0
Format: Zoom Meeting
Target Audience: Associates new or with working knowledge of KW DocuSign
Length: Two, 90 minute training sessions

WHAT TO EXPECT

A foundational knowledge of KW DocuSign along with learning the tips & tricks. Including:

1. Best practices for starting a transaction

2. Updating forms to prepare for client signature

3. Everything DocuSign envelopes

4. Creating templates to streamline document preparation

Learn Best Practices

Command & DocuSign make for a powerful partnership! Learn best practices and the workflow for starting in Command to complete your document management and send out paperwork seamlessly for the client for signature.

Streamline Your Workflow

Streamline the document management process by utilizing form templates to pre-fill information at the click of a button, set up your own packets to save you time, and learn additional tips and tricks!


📋Support and Policies

Phone Support: 512-306-6709
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