Create and Connect Your DocuSign Account in Command

The DocuSign integration with Command makes it easy to get forms signed and loaded into an Opportunity. Your Market Center and the DocuSign team prepares the Market Center DocuSign account, and then enables this connection for you in Command.

To create and connect you DocuSign account to Command, 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-hand Settings pane, click Command Settings to display the Command settings.

4. Click Applications.

5. Find DocuSign on the Connected Apps list, and click Connect Account.

6. On the DocuSign Connection pop-up, enter your preferred first and last name, as well as the email address you want to use with DocuSign moving forward.

7. Click Send Registration Email.

   Note

   The email address you enter here is a key part of your DocuSign identity. We recommended that you use your @kw.com email address for this, but it is not required.

8. A DocuSign invitation email is sent to the email address you entered. Find and open the email, then click Accept Invite.

9. Enter the password you will use for your DocuSign account, then choose a password recovery validation question and answer. Click Activate.

10. Click the DocuSign Customer Agreement link, to review the terms and conditions around your new DocuSign account. Click Accept Agreement, after you have reviewed the customer agreement.

11. Now that the account has been created, we need to connect it to your Command account. On the Command Applications page, in the DocuSign section, click Authorize.

12. On the DocuSign log in pop-up, enter the DocuSign password you created and click Log In.

13. On the DocuSign permissions pop-up, click Accept to give Command permission to connect to your new DocuSign account.