Onboarding Invitation Email and Documents Personalization per Market Center
Market Centers have specific documentation and questions they would like to include in the Onboarding process for new Associates. Adding forms, custom questions, and the ability to customize the Onboarding email that is sent is requested.
Adminalainahebert
(Product Specialist, Keller Williams Realty)
shared this idea
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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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Brianna Flynn
commented
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.
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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.