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Access the DocuSign Room for an Opportunity - Knowledgebase / Command / Opportunities / DocuSign - GAP Support Team

Access the DocuSign Room for an Opportunity

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


2. Click the Opportunities icon, , on the left sidebar.


3. From the Opportunities Dashboard, click on the phase, where your Opportunity is located, then click on the Opportunity Title.

 
4. Click Documents, at the top of the page.


5. Click Go to Transaction 

 
6. Log in to DocuSign with your DocuSign specific login credentials. You should only have to do this once per day, for security purposes, then the connection will be seamless for the rest of the day.

 

You will then be directed to the DocuSign Room for that Opportunity where you will manage the documents, people, and envelopes for the Room.


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