DocuSign® Transition Instructions for KW Members Only
Tri-County has been informed that Keller Williams will be sunsetting its DocuSign® partnership in July 2026. As franchised brokerages, Keller Williams offices operates independently, and available solutions to this transition may vary by office location. To support members through this transition, we want to remind you that a free DocuSign® account is included with your membership to Tri-County Suburban.
For assistance setting up your free DocuSign® account from Tri-County please review the information below.
How to Activate Your FREE DocuSign® Account
Members must contact Jeri O’Hara at johara@tcsr.realtor to receive a DocuSign Activation Email.
Tri-County provides ONE DocuSign® account per member.
Important Note: In order to link Lone Wolf Transactions (zipForm® Edition) & DocuSign, you must activate your FREE DOCUSIGN ACCOUNT FIRST via the activation instruction above.
The remaining steps to link the accounts can be found here.
Important Notes for Keller Williams Agents
I still have an active DocuSign® Account with Keller Williams.
To obtain a FREE DocuSign® Account from Tri-County Suburban, members MUST email johara@tcsr.realtor to receive a DocuSign® Activation Email, even if they have an active DocuSign® Account with Keller Williams.
During this transitional period, after creating a DocuSign® Account with Tri-County, members maintaining an active DocuSign® Account with Keller Williams have the ability to switch between accounts for as long as the Keller Williams account is active.
Click Here for Instructions to Switch Between DocuSign® Accounts.
Important Note: This functionality is only available while the member’s Keller Williams DocuSign® account remains active. When the other account is deactivated, all documents and transactions associated with that account will be deleted and will not automatically transfer to the Tri-County account.
Action Required: Agents must download all files, templates, and closed transaction documents saved in their DocuSign® account before the sunset date.
I want to keep the same email address for my DocuSign® Account with Tri-County that I am using with Keller Williams. Do I need to use a new email?
Members do not need to use a new email address for their Tri-County DocuSign® Account.
How do I save my Templates?
Click Here for Instructions to Download Templates.
To Download MULTIPLE Templates at Once:
- Go to the Templates page.
- Select the All Templates view and locate the templates you want to download by searching, filtering, or simply scanning the list.
- Select the checkboxes next to the templates that you want to download.
- Click the more action menu and select Download. A .ZIP file containing copies of the selected templates in JSON format is saved to your Downloads folder.
How do I upload my Templates to my new account?
Click here for instructions to upload templates.
Will my integrations (MLS, ZipForms, etc.) carry over to the new account?
You will need to relink your DocuSign account.
How long does it take to set up the DocuSign® account?
The time it takes to set up a DocuSign account typically depends on how it was received (phone or email), but the process can be completed in less than one business day.
For escalations, please call the office: 610-560-4800.
Frequently Asked Questions
Q: Will my transaction history still be accessible after the KW DocuSign® account is removed?
A: Once the KW DocuSign® account is removed, the transaction history will not be accessible.
To retain your records, you’ll need to manually download and save your envelopes to your device before the account is closed. Please refer to instructions above.
Q: What if I forget to save my documents before the KW DocuSign® account is closed?
A: If you forget to save your documents before the KW DocuSign® account is closed, you will need to contact DocuSign® support directly. You will provide them with the Account ID Number from your KW DocuSign® account. They will need this information to assist you in retrieving your documents.
Q: What happens to any KW-brokerage specific documents in DocuSign? How do they get into a Tri-County DocuSign account?
A: Agents need to manually download these documents, as they are templates. For brokerage-specific documents, reach out to your Broker or Office Manager for instructions.
DocuSign® Support
For technical problems or questions, please visit the DocuSign Support Center.
As of November 18, 2020, all support cases must initiate through the DocuSign Support Center website.
- In order to receive support from DocuSign, members must visit this link and Open a Case.
- Once selected, members must select Continue under the eSignature, IAM Applications, Rooms, CLM and Notary side.
Cases are answered within 24 hours.
Visit this How-to video for further support.