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Jul 21

Deep Dive: Customizing Docusign For Your Workflow

July 21 @ 1:00 pm - 2:30 pm

Unlock the full potential of DocuSign with our in-depth session! Learn how to tailor your forms, create efficient workflows, and enhance your document management. Perfect for agents looking to elevate their digital toolkit.

Prerequisites:

  • Ensure your DocuSign is connected to your Command account
  • Have access to state forms
  • Completion of the Introduction to DocuSign course

Here’s What You’ll Learn:

  • Customize and upload your own forms
  • Create personalized document packets
  • Streamline your process with enhanced features

Availible on ZOOM: bit.ly/4l58yCV

Details

Date:
July 21
Time:
1:00 pm - 2:30 pm
Event Category: