Rooms Admin

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...
Create task list templates to standardize tasks - Rooms for Mortgage
Create task list templates to ensure consistent processes across your company.
Create task list templates to standardize tasks - Rooms for Real Estate
Create task list templates to ensure consistent processes across your company.
Add regions and offices to define your company structure - DocuSign Rooms
Learn how administrators can set up regions and offices for your company account.
Using roles to control access to features - Rooms for Mortgage
Learn more about roles in DocuSign Rooms.
Upgrade Guide for Company Administrators - Rooms for Real Estate
This topic walks company administrators through the Rooms for Real Estate v6 upgrade process.
Bulk Update Task Roles - Rooms for Real Estate
Use the bulk update feature to make sweeping changes to task roles.
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.
Require two-step verification to access a room - Rooms for Real Estate
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 Real Estate
Configure custom roles with permissions that make sense for your company.
Roles and Permissions Reference - Rooms for Real Estate
View a reference table of all the user role permissions available in Rooms for Real Estate v6.
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.
Send Rooms transaction data to Lone Wolf - Rooms for Real Estate
Link your company's Lone Wolf and Rooms accounts so your members can enter transaction details in Rooms, then push the data to Lone Wolf.
Redirect members after they activate their Rooms account - 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...
Lock or close a member account - DocuSign Rooms
Rooms company administrators can lock or close member accounts to control access to the application.
Configure your company's room detail fields - Rooms for Mortgage
Learn how to configure the detail fields for your company's rooms.
Configure your company's room detail fields - Rooms for Real Estate
Learn how to configure the detail fields for your company's rooms.
Mortgage Cadence Integration - Rooms for Mortgage
Mortgage Cadence customers can set up an integration to access Collaboration Center folders within Rooms for Mortgage.
Create eNotes with DocuSign eNote - Rooms for Mortgage
You can create eNotes in Rooms for Mortgage using DocuSign eNote by eOriginal.
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.
View Options for Closing Roles - Rooms for Mortgage
Views provide a catered experience and determine what users can see and do in the closing package.
Email Invite Templates - DocuSign Rooms
Email invite templates let you customize the email message and subject line on room invitations.
Add Member Accounts - DocuSign Rooms
Learn how to add users to DocuSign Rooms.
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.
More