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.
STEP ONE Once in the Transaction Room, click on the Tasks Tab.
STEP TWO Click on the Task (i.e. Lead Based Paint) to open up the Task Properties
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.
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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