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As a manager or system administrator within DocuSign Transaction Rooms, you have the ability to create Regions and Offices for your company. You can also assign agents to specific offices.
Note: Managers must have the appropriate permissions enabled to create offices or regions or add employees to a specific office.
To set up a region:
The New Region is created.
Note: You can modify the region name by clicking the Region, entering the new name, and clicking UPDATE.
To set up an office within a region:
The new office is created.
Note: You can modify the Office Name, Region, or address information by clicking the office, entering the new information, and then clicking UPDATE.
For further DocuSign Transaction Rooms Help & Support, please contact us.