Give MCs DocuSign Webform Access
DocuSign already has in its features a feature called WebForms. This means that an onboarding agent can fill out one form with their address, email, etc and it will populate to all the correct areas in that packet taking out a lot of work for the onboarding agents. In California, our onboarding packets are about 60 pages long comprised of about 8-10 documents so they have to write their address over and over again, this would really increase agent experience.
Brianna Flynn
shared this idea
Would it be helpful for us to allow you to customize the KW Invitation email to include a link to the DocuSign paperwork that would be filled out by the Recruit?
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Dawn Robinson
commented
Would also se this to email current associates for Real estate commission forms or policy updates etc
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LABS Team
commented
Is there a way to hook DocuSign to the CommandMC recruiting management tool so we can send recruits to docusign to complete onboarding paperwork, then have the copy of it saved to their profile in the system once they have joined? So, create a tab on their contact where we can click on documents and go to docusign like an opportunity for agents.