Rooms for Real Estate
DocuSign Rooms Step-By-Step Guide
Transform every step of a complex real estate transaction into a simple digital process
Link Your Transaction Rooms Company Admin Account
To continue to meet or exceed national and international security standards, DocuSign is requiring all Transaction Rooms users to create their One DocuSign Identi...
One DocuSign Identity Migration Guide
If your brokerage is currently using both DocuSign eSignature and DocuSign Rooms, and has received an email regarding updates that must be made to your accounts, ...
Migrate Members - ADD ESIGN Tab
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...
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...
How to Link Your DocuSign eSignature and Rooms Admin Accounts
As the Admin of your brokerage’s Rooms account, you must link your Rooms Admin account to your eSignature Admin account to continue to log in to Rooms and add or ...
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.
Switch Between eSig 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...
Migrate Members - UNLINKED Tab
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...
Changes Your Customers Will See
To continue to meet or exceed national and international security standards, DocuSign is requiring all Rooms users to create their One DocuSign Identity (that is,...
Create an Upload List - DocuSign Rooms
When you have many members to add to your company, you can create an upload list either as an Excel (XLS) file or as a comma-separated (CSV) file.
New Name: DocuSign Rooms for Real Estate Name Change
What you need to know about the name change from DocuSign Transaction Rooms for Real estate to DocuSign Rooms for Real Estate.
DTR for Real Estate Guide for Agents (PDF)
Guide for agents about how to manage real estate transactions in DTR.
DocuSign Transaction Rooms - How to add a template to an envelope
Click the “My Templates” drop down and select from which folder you want to add a template.
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