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.
Migrate Members (UNLINKED Tab) - Rooms for Real Estate v5
The Migrate Members wizard on the UNLINKED tab lets an Admin link members who currently use the same email address for their Rooms and corporate eSign login crede...
Migrate Members (ADD ESIGN Tab) - Rooms for Real Estate v5
The Migrate Members wizard on the ADD ESIGN tab lets an Admin create an eSign login account for a Rooms member who does not have one. It automatically links the n...
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.
Bulk Update Task Roles - Rooms for Real Estate v6
Use the bulk update feature to make sweeping changes to task roles.
Rooms for Mortgage User Guide (PDF)
This guide gives you an overview of how to set up and use Rooms for Mortgage.
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.
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