Add Documents to a 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 add documents to a DocuSign room, complete the following steps:

1. Access an existing DocuSign Room.

2. In the DocuSign Room, click Add and select DocuSign forms from the drop-down list.

3. Enter your NRDS ID, select your MLS from the drop-down, and click Save.

   You only have to do this once. DocuSign saves this information going forward.

4. On the Add Docusign Forms pop-up, select one of the following places from which to pull the document:

   • DocuSign Forms Library - Forms libraries are set up by MLS and contain forms to which MLS has given you access.

   • DocuSign Forms Group - Forms groups are set up by your market center and are organized based on the type of transaction.

5. From the Select Group drop-down list, select the group you want to pull the documents from.

6. Select the desired documents by checking them one by one or by clicking Select All. After the documents have been selected, click Add.

7. The documents are then available in the DocuSign Room.

For more information, see Working with DocuSign Rooms.