Access an existing DocuSign Room

After you create and connect your DocuSign account in Command, you can create Rooms for an Opportunity. This creates a secure connection that allows you to import forms into Command from DocuSign so that you can submit them for compliance approval.

To access a DocuSign room, complete the following steps:

1. From a browser, go to: https://console.command.kw.com.

2. Log in using your Keller Williams user name and password.

3. On the left toolbar, click Opportunities .

4. Click on the phase (Cultivate, Appointment, Active, Under Contract, Closed) that contains the Opportunity.

5. Click on the Opportunity name.

6. At the top of the Opportunity page, click the Documents tab.

7. Click Go to Transaction.

8. On the DocuSign Rooms sign in window, enter the email address associated with your DocuSign account and click Continue.

9. Enter your password and click Log In.

   Note

   You only have to log in once per session.

10. The DocuSign Room for that Opportunity appears where you can manage the documents, people, and envelopes for the Room.

For more information, see Working with DocuSign Rooms.