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Compliance in Command Training Series

Prepping For Compliance in Command

• Setting Up Your DocuSign Account [PDF]

• Database Tagging System [GOOGLE DOC]

• Training with Andrew [VIDEO]

Creating Opportunities with Efficiency

• Associating Your NRDS ID with your DocuSign Account [VIDEO]

• Sample Buyer Opportunity Checklist [PDF]

• Sample Seller Opportunity Checklist [PDF]

• Training with Andrew [VIDEO]

Using DocuSign in Command

• Create a DocuSign Room for an Opportunity [ARTICLE]

• Access the DocuSign Room for an Opportunity [ARTICLE]

• Create and Send and Envelope in DocuSign [ARTICLE]

• Training with Andrew [VIDEO]

Additional Resources

• Learn DocuSign in Command [VIDEO]

• Command Your Business [KW CONNECT RESOURCE PAGE]

• Command Your Team [VIDEO]

• Connecting Your DocuSign Account in Command [VIDEO]

• Documents in DocuSign [VIDEO]

• Picking a Compliance Checklist [VIDEO]

• Creating Templates Downloaded from DotLoop [VIDEO]

• Creating Templates Downloaded from DocuSign [VIDEO]

• Adding Surveillance Wording to the General Information & Notice to Buyers and Sellers Form [VIDEO]

• Using the Address Book in DocuSign for Details [VIDEO]

• Email Documents in DocuSign Rooms [VIDEO]

• Adding a Third Buyer, Seller, or Tenant in the DocuSign Envelope [VIDEO]

• Command Your SmartPlans [VIDEO]

• Custom SmartPlans [VIDEO]

• Jay Cermak- Trainer Extraordinaire Youtube Channel [TONS OF ADDITIONAL TRAINING VIDEOS]