How to use one login for both DocuSign eSignature and DocuSign Transaction Rooms

How to Update your DocuSign Identity to use One Login for both DocuSign eSignature and Transaction Rooms

All DocuSign Transaction Rooms users will be required to update their DocuSign Identity by 1/1/2019 so that they use their One DocuSign Identity, or one set of login credentials, to access both DocuSign eSignature and Transaction Rooms. With One DocuSign Identity you can sign in to both DocuSign eSignature and DocuSign Transaction Rooms with a single email and password. Not only does this simplify the login process, it also allows users to jump from one product to the other from within each application. Click here for more information on how to quickly move from one application to the other.

There are two options for how you can update your DocuSign Identity and link your accounts: Logging in to your eSignature account or logging in though realestate.docusign.com/accountserver.

Log in to Your eSignature Account

1. Log in to your eSignature account, click your profile picture, and then select Switch to Transaction Rooms.
Switch to transaction rooms from eSignature.
 
2. Type your Transaction Rooms login credentials in the Link your DocuSign accounts dialog box.
Enter your transaction room credentials.
 
3. Click SIGN IN AND LINK
A confirmation appears telling you that your accounts were successfully linked.
Successful link confirmation.
 
4. Going forward, you'll use your eSignature login credentials to access both DocuSign eSignature and Transaction Rooms. You’ll also be able to switch easily between applications.
 
Switch to eSignature from transaction rooms.

Switch to transaction rooms from eSignature.

Log in though realestate.docusign.com/accountserver

1. Go to realestate.docusign.com/accountserver and type your eSignature credentials.
TIP: Close any active DocuSign sessions you have open before navigating to the link.
2. Type your Transaction Rooms login credentials in the dialog box that appears. This allows your eSignature and Transaction Rooms accounts to be linked.
Enter your transaction room credentials.
 
3. Click SIGN IN AND LINK
A confirmation appears telling you that your accounts were successfully linked.
Successful link confirmation.
 
4. Going forward, you'll use your eSignature login credentials to access both DocuSign eSignature and Transaction Rooms, and you’ll be able to switch between applications easily.
Switch to eSignature from transaction rooms.

Switch to transaction rooms from eSignature.
 
**If you accidentally link the wrong DocuSign account, contact support and request that your accounts be unlinked.**