DocuSign Transaction Rooms - Set Up Regions and Offices

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:

  1. In your DocuSign Transaction Rooms account, click the Picture Icon, and then select Admin.
    User-added image
  2. Click the COMPANY tab, and then click Regions.
    User-added image
  3. Click ADD REGION.
  4. Enter a name for the New Region, and then click CREATE.

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:

  1. In your DocuSign Transaction Rooms account, click the Picture Icon, and then select Admin.
    User-added image
  2. Click the COMPANY tab, then click Offices.
    User-added image
  3. Click ADD OFFICE.
  4. Enter the new Office Name and select the Region the office is associated to from the drop-down menu.
  5. Enter the address and select the time zone. When finished, click CREATE.

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.