Create opportunity and send form via Docusign in Command

Kayla Whitney
67 steps
7 minutes

Docusign

Navigate to [https://console.command.kw.com/command](https://console.command.kw.com/command)

Click this image for your opportunities.

Click "Create Opportunity"

Click here for Opportunity Type

Are they a Buyer, Listing, Landlord, or Tenant?

Search for your Client here. You have to start typing their name for it to pop up.

Click on the contact you want to add. *NOTE* \*\* If they are NOT a contact already you can NOT add them. They have to be a contact FIRST.

Click here too add all your custom tags. They can be whatever you want.

Here is an example of a tag. Just type what you want then click create

Heres another example of a tag you can use.

Click here if you have an estimated closing date. This can always be added later. Its not a necessary step. You can also put a Budget right below as well if you want to as well. Again it can be added later.

You must know a commission rate before you can continue, you need to put it here.

Click here to pick if its a cultivate, appointment, or active.

The Opportunity Stage will ask if you are searching, Showing, or Negotiating.

Choose which one best fits.

Click "Create"

Once you create the opportunity you will need to Click "Documents" to get to your forms.

You need a checklist type.

Click "Residential Compliance"

Once you pick Residential Compliance (or any other one you need for your opportunity) it will automatically create the fields for the documents you will need for this opportunity. Next Click "Start a Transaction" and this will take you to Docusign.

Click "DETAILS"

Click "EDIT FIELDS"

Here you can fill out all the information about the transaction. Fill out as much as you know. Once done Click "SAVE" at the bottom.

Click "DOCUMENTS"

Here is where you will add ALL the documents you will need for the transaction. Click "ADD" to search for those forms.

Click "Docusign Forms" to search for the Forms you will need. If you have a saved PDF like a sellers disclosure, Lead based paint disclosure, Community disclosure ect. you can choose "COMPUTER" and you can upload any document from your computer files.

You can search here for the forms, once you see your form click the box. You can add multiple at a time. Just search for the next form and click the box. You will see all the forms you chose on the left hand side.

Click "ADD SELECTED"

Click on the form to start filling it out. You see on the bottom of the image where is says "form" thats how you know its a fillable form. If you uploaded a document from your computer it would say "pdf" in that area.

Now the whole form is pulled up. You will need to add todays date. The form should be mostly filled out from all the details you put in under the details tab. But if you did not do that step here you can fill in any missing information.

Once you and fully filled out the form Click "SAVE & CLOSE" either at the top or bottom of the page. If you ever need to leave the form and come back in you can click this save and close and it will save your progress.

If you are ready to send for signatures Click "ENVELOPES"

Click "NEW\ NEW"

Click "UPLOAD" to upload all the forms and/or pdf to send.

Click "Add Rooms documents"

Click on all the forms or pdfs you wish to attach to send in this envelope.

Click "ADD SELECTED" once you have choose all the selections.

Click this contact icon to add to the corresponding person. Notice at the top it says "Buyer one" make sure it is buyer one.

Click "Room Contacts"

Click here to add the contact you need.

Click "APPLY SELECTED"

Since this buyer needs to sign make sure it says "needs to sign" right here

If they are not signing you can choose another action below. Here is where you can choose "receives a copy" if the person doesn't need to sign but you want them to still get a copy.

If you only have one buyer click the trash can icon to delete another signature. If you have a second buyer complete the steps just like you did for buyer one.

Click "DELETE" if you are sure you wish to delete.

Click the contact icon now to add the buyers agent so you can sign.

Click "Room Contacts"

Click here to add yourself to sign.

Click "APPLY SELECTED"

Click the "Recipient order" field. Notice it says 3 here. Thats because there is an order in which people sign. Buyer Two would have been a #2 signer. Since there is not a buyer two you need to be #2 now because you are the next in line to sign. It is always good practice to sign after all parties have signed before you.

Click "NEEDS TO SIGN" because you now need to sign

Click "Needs to Sign"

Click the trash icon for all the parties that are not signing right now.

Click "DELETE"

Click the trash can icon.

Click "DELETE"

Click the trash icon.

Click "DELETE"

Scroll down to edit the subject and message field. Click the "Email Subject\*" field if you wish to edit the subject.

Click the "Email Message" field to add a message

Click "NEXT" when you are done.

Now it will take you to the steps where you can add signatures, or anything else you may need and review before you sign. Notice on the left hand side all your tools you will need. Each signer is a different color. You can click where it says "Mr. Buyer" and it will be a drop down box for all the signers included and you can toggle between the actions needed for the corresponding signer.

Double check the program put the correct initial or signatures where they need to go. You can always manipulate them if needed.

Again make sure the correct signer is in the correct field area.

Notice your signature is a different color just like I mentioned above each signer is a different color so you can keep a better track of who signs where.

Click "SEND" at the bottom if you are ready to send for signatures after you have reviewed all your forms and documents and make sure everything is in the right place.

Click "Waiting For Others" to see who has signed to monitor if anyone has signed yet. You will get an email when it is your turn to sign and you can sign from a link in your email.

Create opportunity and send form via Docusign in Command

Kayla Whitney
67 steps
7 minutes

Docusign

Navigate to [https://console.command.kw.com/command](https://console.command.kw.com/command)

Click this image for your opportunities.

Click "Create Opportunity"

Click here for Opportunity Type

Are they a Buyer, Listing, Landlord, or Tenant?

Search for your Client here. You have to start typing their name for it to pop up.

Click on the contact you want to add. *NOTE* \*\* If they are NOT a contact already you can NOT add them. They have to be a contact FIRST.

Click here too add all your custom tags. They can be whatever you want.

Here is an example of a tag. Just type what you want then click create

Heres another example of a tag you can use.

You must know a commission rate before you can continue, you need to put it here.

Click here to pick if its a cultivate, appointment, or active.

The Opportunity Stage will ask if you are searching, Showing, or Negotiating.

Choose which one best fits.

Click "Create"

Once you create the opportunity you will need to Click "Documents" to get to your forms.

You need a checklist type.

Click "Residential Compliance"

Click "DETAILS"

Click "EDIT FIELDS"

Here you can fill out all the information about the transaction. Fill out as much as you know. Once done Click "SAVE" at the bottom.

Click "DOCUMENTS"

Here is where you will add ALL the documents you will need for the transaction. Click "ADD" to search for those forms.

Click "ADD SELECTED"

If you are ready to send for signatures Click "ENVELOPES"

Click "NEW\ NEW"

Click "UPLOAD" to upload all the forms and/or pdf to send.

Click "Add Rooms documents"

Click on all the forms or pdfs you wish to attach to send in this envelope.

Click "ADD SELECTED" once you have choose all the selections.

Click this contact icon to add to the corresponding person. Notice at the top it says "Buyer one" make sure it is buyer one.

Click "Room Contacts"

Click here to add the contact you need.

Click "APPLY SELECTED"

Since this buyer needs to sign make sure it says "needs to sign" right here

If they are not signing you can choose another action below. Here is where you can choose "receives a copy" if the person doesn't need to sign but you want them to still get a copy.

If you only have one buyer click the trash can icon to delete another signature. If you have a second buyer complete the steps just like you did for buyer one.

Click "DELETE" if you are sure you wish to delete.

Click the contact icon now to add the buyers agent so you can sign.

Click "Room Contacts"

Click here to add yourself to sign.

Click "APPLY SELECTED"

Click "NEEDS TO SIGN" because you now need to sign

Click "Needs to Sign"

Click the trash icon for all the parties that are not signing right now.

Click "DELETE"

Click the trash can icon.

Click "DELETE"

Click the trash icon.

Click "DELETE"

Scroll down to edit the subject and message field. Click the "Email Subject\*" field if you wish to edit the subject.

Click the "Email Message" field to add a message

Click "NEXT" when you are done.

Double check the program put the correct initial or signatures where they need to go. You can always manipulate them if needed.

Again make sure the correct signer is in the correct field area.

Notice your signature is a different color just like I mentioned above each signer is a different color so you can keep a better track of who signs where.

Click "SEND" at the bottom if you are ready to send for signatures after you have reviewed all your forms and documents and make sure everything is in the right place.

Click "Waiting For Others" to see who has signed to monitor if anyone has signed yet. You will get an email when it is your turn to sign and you can sign from a link in your email.