Associate DocuSign Forms with Compliance Document Checklists in CommandMC – Leadership Answers

The leader who is going to associate DocuSign forms with checklist items must have a personal DocuSign account connected in their personal Command Settings (over and above having the MC DocuSign account created and turned on).

Each Market Center has built out checklist types that agents will select when they create an Opportunity. This determines the document checklist items that appear in the Documents tab of the Opportunity, letting the agent know exactly which forms need to be completed, in order to close a given transaction. Market Center leadership team members with the roles of MCA, Assistant MCA, and/or Compliance Coordinator in White Pages have the ability to associate DocuSign Forms with those compliance document checklists, in CommandMC Settings.

Once DocuSign forms are associated with a checklist, when an agent selects that checklist type and then clicks to create the DocuSign Room for that Opportunity, those associated DocuSign Forms will automatically appear in the Documents tab of that DocuSign Room, as long as the associate who creates the DocuSign Room has the proper NRDS access to the form in question.

Best Practices

Get feedback from agents on which DocuSign Forms would be most useful to be there upon Room creation.
Consider the type of transaction and the compliance event. Map only documents that the agent will be completing themselves (For example: On a listing transaction, the under contract docs are normally received from the buyers agent).
Map only required Forms - don’t overload the room with every document possible, like with conditionally required or optional forms, that might or might not need to be completed.

Considerations

The person creating the room must have proper NRDS access to the forms. We cannot bypass the NRDS validations with this tool (for example: if a team admin usually creates the Room, but is not licensed, the lead agent might want to start doing this, with the admin coming in right after to help manage the new Room).
Once the room is created and forms are added, any sharing permissions set up will then take effect.

To associate DocuSign Forms with compliance document checklists:

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

2. Click CommandMC at the top of the page.

If you are a leader in two or more Market Centers, click your Name, at the top right of the page, and ensure the correct Market Center is selected.

cmc profile select correct mc.png

3. Click the Administration icon, , on the left side of the page.

4. On the left side of the page, make sure the My Market Center category is open, and select Compliance Checklists.

5. Use the drop-down to select the Opportunity Type.

Each Opportunity type (Listing, Buyer, Landlord, and Tenant) has a separate compliance checklist that must be created and edited separately.

cmc admin compliance select opp type.png

5. Find the checklist item you want to associate a DocuSign form with, and click on the Checklist Item Name.

cmc admin compliance select checklist item to edit.png

6. In the Connect DocuSign Form section, click Add DocuSign Form.

cmc admin compliance add a docusign form.png

7. Using the Form Source drop-down, choose where you want to pull the forms from:

DocuSign Forms Library - these libraries are organized by Market Center, with all of the DocuSign forms, regardless of transaction type, included. In the Select Library drop-down, select the Market Center Library you want to pull from.
DocuSign Forms Group - these groups are set up by the Market Center, where forms from the Forms Libraries are organized by transaction type. In the Select Group drop-down, select the Form Group you want to pull from.

You will then see the corresponding forms appear below those drop-downs. Select the form you want to associate with the checklist item, then click Add Form.

cmc admin compliance assocate docusign form1.gif

8. Click Save, at the bottom of the modal.

cmc admin compliance save edited list.png

This will apply to any Opportunity that does not have an existing DocuSign Room associated with it. The forms you associate will populate in the DocuSign Room, associated with the checklist type you were editing, but only if the associate who creates the DocuSign Room has the proper NRDS access to the form in question.

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