How to Add Additional Documents to a Task

How to Add Multiple Documents a Task

Use these instructions as a step-by-step reference guide on how to add multiple document to a Task List.

Login to  DocuSign Transaction Rooms for Real Estate and open up the Transaction. There are two places that a user can attach a document to a Task, the Tasks Tab and the Documents Tab.

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STEP ONE Once in the Transaction Room, click on the Tasks Tab.

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STEP TWO Click on the Task (i.e. Lead Based Paint) to open up the Task Properties

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STEP THREE From the Task Properties menu, click the Add button under Documents. A Prompt will come up asking to enter a new document name.

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NOTE: You can add as many documents as needed

This creates a placeholder for your document, save and exit the task in order to place the documents in to the task to complete it.

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