Rooms Admin

Create Templates for Room Invitation Email Messages - DocuSign Rooms
Learn how to create templates for the email messages people receive when they are invited to a room. Templates are unique to the invitee's role, allowing administ...
Bulk Update Task Roles - Rooms for Real Estate
Learn how to use bulk update tools to make sweeping changes to roles on task list templates. These tools allow administrators to update all roles at once rather t...
Create eNotes Using DocuSign eNote by eOriginal - Rooms for Mortgage
Learn how administrators can set up DocuSign Rooms for Mortgage so company members can create eNotes for their mortgage transactions.
Encompass Integration - Rooms for Mortgage
Learn how DocuSign Rooms for Mortgage administrators can set up an integration with Encompass. This integration lets you add your Encompass eFolder attachments to...
Auto-Populate Room Details with Loan Origination System (LOS) Data - Rooms for Mortgage
Learn how administrators can create a form that auto-populates data from the LOS to DocuSign Rooms. When users split a loan package, field values copy from the fo...
DocuSign Rooms System Requirements
Look up the system requirements for DocuSign Rooms, including the browsers we support.
Role Permissions List - Rooms for Real Estate
Reference a list of user role permissions available in DocuSign Rooms for Real Estate. Role permissions let administrators control access to administrative functi...
Role Permissions List - Rooms for Mortgage
Reference a list of user role permissions available in DocuSign Rooms for Mortgage. Role permissions let administrators control access to administrative functions...
Understanding Roles and Permissions in DocuSign Rooms - Rooms for Real Estate
Read about roles in DocuSign Rooms and how they allow administrators to assign sets of permissions to members based on their job responsibilities.
Create a Role to Group Member Permissions - Rooms for Real Estate
Learn how administrators create roles in DocuSign Rooms. A member's role determines what they can do in the application.
Create a Role to Group Member Permissions - Rooms for Mortgage
Learn how administrators create roles in DocuSign Rooms. A member's role determines what they can do in the application.
Understanding Roles and Permissions in DocuSign Rooms - Rooms for Mortgage
Read about roles in DocuSign Rooms and how they allow administrators to assign sets of permissions to members based on their job responsibilities.
Assign Form Libraries and Groups to Offices - Rooms for Real Estate
If your company’s offices are under the same Rooms account but run independently, you can map your association form libraries to the offices that use them.
Configure Your Company Settings - DocuSign Rooms
Learn how to set up your DocuSign Rooms company contact information, branding, currency, privacy, and security settings. Administrators should complete this infor...
Require Two-Step Verification to Access a Room - Rooms for Real Estate
Learn how administrators can require two-step verification to access a room. This added layer of security requires people with certain roles to provide a security...
Mortgage Cadence Integration - Rooms for Mortgage
Learn how Mortgage Cadence customers can set up an integration to access Collaboration Center folders within Rooms for Mortgage.
Send DocuSign Rooms Transaction Data to Lone Wolf - Rooms for Real Estate
Administrators can link your company Lone Wolf and Rooms accounts so members can enter transaction details in Rooms, then push the data to Lone Wolf. This integra...
Redirect Members After They Activate Their Rooms Account - DocuSign Rooms
If your company leverages the Rooms API to invite members to DocuSign Rooms, learn how administrators can automatically redirect members to your company site afte...
Lock or Close a Member Account - DocuSign Rooms
Administrators can lock or close a member account to prevent that person from accessing the application.
Require Two-Step Verification to Access a Room - 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.
Add Regions and Offices to Define Your Company Structure - DocuSign Rooms
Learn how administrators can set up regions and offices for your company account.
Create Task List Templates to Standardize Tasks - Rooms for Real Estate
Create task list templates to ensure consistent processes across your company.
Create Task List Templates to Standardize Tasks - Rooms for Mortgage
Create task list templates to ensure consistent processes across your company.
Create Rules to Automatically Split a Loan Package - Rooms for Mortgage
Learn how administrators can create rules to auto-identify and split documents in a loan package, drastically reducing the time to prepare closing documents and o...
Configure Detail Fields for Company Rooms - Rooms for Mortgage
Learn how to configure the detail fields for your company rooms.
Configure Detail Fields for Company Rooms - Rooms for Real Estate
Learn how to configure the detail fields for your company rooms.
Bulk Update a Member's Room Access - DocuSign Rooms
If you have permission to manage members, you can schedule an update to add or remove a member from rooms in bulk.
Rooms for Mortgage User Guide (PDF)
This guide gives you an overview of how to set up and use Rooms for Mortgage.
Set up Closing Packages - Rooms for Mortgage
Rooms includes the detail fields and roles that your company needs to get started with closing packages. Review the setups in case you'd like to make changes.
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