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.
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.
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 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.
Add Members - DocuSign Rooms
Learn how to add users to 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.
How to Link Your DocuSign eSignature and Rooms Accounts
With One DocuSign Identity you can sign in to both DocuSign eSignature and Rooms with a single email and password.
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