Rooms for Mortgage Rooms Admin

Activation Redirect - DocuSign Rooms
If you leverage the Rooms API to invite members to your company Rooms account, you can automatically redirect members to your company's site after they finish act...
Add Member Accounts - DocuSign Rooms
Learn how to add users to DocuSign Rooms.
Roles and Permissions Overview - DocuSign Rooms
Learn more about roles in DocuSign Rooms.
Two-Step Verification for Room Access - Rooms for Mortgage
You can require two-step verification to access a room. This added layer of security requires people with certain roles to provide a security code after logging in.
Create a Role - Rooms for Mortgage
Configure custom roles with permissions that make sense for your company.
Roles and Permissions Reference - Rooms for Mortgage
View a reference table of all the user role permissions available in Rooms for Mortgage.
PDF Split Templates - DocuSign Rooms
If you regularly split the same PDF documents, consider creating PDF split templates for your company.
Change a Member's Company Role - DocuSign Rooms
Learn how to change a member's role in DocuSign Rooms.
Set up Your Company - DocuSign Rooms
After you activate your Rooms account, add your company settings, and begin setting up your company.
Set up Regions and Offices - DocuSign Rooms
Learn how to set up regions and offices to define your company's structure.
Rooms for Mortgage Quick Start Guide (PDF)
This guide gives you an overview of how to set up and use Rooms for Mortgage.
Task List Templates - DocuSign Rooms
Create task list templates to ensure consistent processes across your company.
Room Templates - Rooms for Mortgage
Room templates simplify the room creation process for your company.
Configure Room Details - Rooms for Mortgage
Learn how to configure the detail fields for your company's rooms.