Rooms Admin

Managers Guide (PDF) - Rooms for Real Estate v5
Guide for managers about how to set up and manage real estate transactions in Rooms for Real Estate v5.
Roles and Permissions Overview - Rooms for Mortgage
Learn more about roles in DocuSign Rooms.
Roles and Permissions Overview - Rooms for Real Estate v6
Learn more about roles in DocuSign Rooms.
Create Task List Templates - DocuSign Rooms
Create task list templates to ensure consistent processes across your company.
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.
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...
How to Update Your Linked eSignature and Rooms Email
After you link your Rooms and eSignature accounts to use One DocuSign Identity to log in to both products, you can update your login credentials in your eSignatur...
Add Member Accounts - DocuSign Rooms
Learn how to add users to DocuSign Rooms.
Two-Step Verification for Room Access - Rooms for Real Estate v6
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.
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 Real Estate v6
View a reference table of all the user role permissions available in Rooms for Real Estate v6.
Roles and Permissions Reference - Rooms for Mortgage
View a reference table of all the user role permissions available in Rooms for Mortgage.
Create a Role - Rooms for Real Estate v6
Configure custom roles with permissions that make sense for your company.
PDF Split Templates - DocuSign Rooms
If you regularly split the same PDF documents, consider creating PDF split templates for your company.
Upgrade Guide for Company Administrators - Rooms for Real Estate v6
This topic walks company administrators through the Rooms for Real Estate v6 upgrade process.
Change a Member's Company Role - DocuSign Rooms
Learn how to change a member's role in DocuSign Rooms.
Switch Between eSignature and Rooms
With One DocuSign Identity, users can link their accounts so they can sign in to both DocuSign eSignature and Rooms with a single email and password. Not only doe...
Assign Form Libraries and Groups to Offices - Rooms for Real Estate v6
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.
Form Administration - Rooms for Real Estate
Manage your company's association forms, form groups, and form libraries.
Configure Room Details - Rooms for Real Estate
Learn how to configure the detail fields for your company's rooms.
Room Templates - Rooms for Real Estate
Room templates simplify the room creation process for your company.
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