DocuSign is sunsetting on July 14th — and this is your step-by-step guide to making the switch to Lone Wolf Transact before the deadline.
In this final training session, we walk through everything you need to know to get connected and start using Lone Wolf inside KW Command.
In this video:
00:00 – Intro
04:01 – Welcome & Opening Q&A
09:03 – DocuSign Sunset & Command Overview
11:59 – Connecting Lone Wolf in Command Settings
16:22 – Creating an Opportunity & Syncing to Lone Wolf
25:11 – Documents, Signing & Editor Walkthrough
51:24 – Live Q&A
What you'll learn:
How to connect your Lone Wolf account inside KW Command Settings
Creating and syncing opportunities between Command and Lone Wolf
Setting up documents, folders, and checklists
Preparing documents for e-signature (parties, signing order, fields)
Splitting, rotating, and organizing PDFs inside Lone Wolf
Exporting and backing up your DocuSign documents before the cutoff
Adding team members and transaction coordinators to a room
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Next month: Advanced Lone Wolf features — templates, layouts, and TC workflows.
