Sign Agent Documents in CommandMC

Leaders now have the ability to add DocuSign signatures to agent documents, without having to be added to the agent's actual DocuSign Room. Whether you need to sign a DA or add Broker initials to a document, you now have the ability to do this. You need two things to be able to do this:

1. Access to CommandMC Compliance - anyone who has access to this applet, with the following roles can do this - MCA, Assistant MCA, Compliance Coordinator.
2. A personal DocuSign account connected in Command - this feature uses your personal DocuSign account and signature (you can't use the Market Center admin DocuSign account to do this). Each leader who wants to sign agent documents, must create and connect a personal DocuSign account, in Command Settings.

To sign agent documents in CommandMC:

1. Log in to https://agent.kw.com with your KW login credentials.

 
2. At the top of the page, click CommandMC.

 
3. Click to select the Compliance Applet, ​, on the left side of the page.

 
4. Find and select the Opportunity.

• Click here to learn how to find specific compliance requests in CommandMC.
• You can also use the CommandMC Opportunities Applet to find and select the Opportunity, if they haven't submitted a Compliance Request.

5. On the left side of the page, select the correct Compliance Event (Listed, Under Contract, Closed, etc.).

6. Check the box next to any number of documents, then click Sign Documents, above the checklist. 

• This button will not be available until you select at least one document.

7. You will see DocuSign field options on the left side of the page. Drag and drop any field on to the form, including your personal DocuSign signature, initials, date stamp, and more.

8. Click Finish, at the top right of the page.

The system will automatically take you back to the Documents page. After around 30 seconds, the page will automatically refresh and you will see the new, signed version of the document with "(signed)" added to the end of the document file name.