Changing The Side of a Transaction RoomDid you accidentally create a List side Transaction Room when you meant to create a Buy side room? It is easy to switch the side of Transaction Room from List to Buy, Buy to List, Buy to Duel, List to Duel, or really, any switch you can think of.
How can you do this? Easy, see the two options below:
1. In the Details tab of a Transaction Room click Edit, then as the Transaction Owner change the side by selecting one of the options in the Side drop down.
2. If you are a Transaction Owner, go to the People tab, select yourself, and go to Side and Role. From here you can select the new side from the Transaction Side drop down.
Note: You may change the side for other people you have manually added to the room by selecting the person in question in your Transaction Room.
For further DocuSign Transaction Rooms Help & Support, please contact us.