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DocuSign Transaction Rooms and Homes.com GuideUSER GUIDE
Follow these steps to authorize DocuSign Transaction Rooms within your Homes.com Account.
Follow these steps to create a Transaction Room from within Homes.com.
Enter the required information, and then click Continue. You are then prompted to select Continue to DocuSign.
Note: These options may vary based on how you create your Transaction Room (i.e. Leads & Contacts, Listing).
Your DocuSign Transaction Rooms dashboard opens. From there, click the Transactions tab, and the new listing will be the first transaction on the page.
Follow these steps to create a listing from Transaction Rooms from Homes.com information. Note: The Broker must contact their Transaction Rooms Account Manger to ask for the integration to be turned on from within Transaction Rooms to take advantage of the following capability.
Need more information? Check out these frequently asked questions.
All fields recorded for each listing are pushed from Homes.com to Transaction Rooms.
You can create a Transaction Room from within Homes.com (through a Contact or Listing), or from within DocuSign Transaction Rooms.
Your company admin set specific requirements to create a transaction that are outside of the Homes.com parameters. For more information on updating your settings in DocuSign Transaction Rooms, click here. Note: For any integrations whereby the user can create a Transaction Room from a third party system (like Homes.com), it is recommended that the Company Admin not set ANY fields to Required to Create. This is because each third party system has different fields available, and of those, only some come over to DocuSign Transaction Rooms as part of the integration, so they may not have all the necessary fields to line up with what they made required on our side. It’s best to just make those items Required to Submit.
If you are already logged into DocuSign Transaction Rooms when creating a Contact or a Listing from Homes.com, You are directed to the Transaction Room when creating a Transaction Room or entering the Transaction Room.
If you have not logged into your DocuSign Transaction Rooms account, you are prompted to log in, and then you are directed to your DocuSign Transaction Rooms dashboard. The new Transaction will be available in the New Transaction section of the dashboard.
If you do not see the Go to Homes.com link from the Transaction Rooms menu, there is a good chance that the integration has not be enabled on our end. Contact your Account Manager or our Support team to enable the integration.
If you do not see Homes.com in the Data Source drop down menu, there is a good chance that the integration has not be enabled on our end. Contact your Account Manager or our Support team to enable the integration.