Learn the Basics

Create a Room - Rooms for Real Estate
Create a room for each of your transactions to keep your tasks, documents, envelopes, and contacts organized and in one place.
Documents - Rooms for Mortgage
Learn how to work with documents and folders in a room.
Room Messages - Rooms for Real Estate
Use messages in the room's Messages tab to connect with room members.
How do I unlink my DocuSign Rooms for Real Estate and zipForm accounts?
To unlink your DocuSign Rooms for Real Estate account from you zipForm account, follow these steps:
Rooms for Real Estate v6 Quick Start Guide (PDF)
This guide gives you an overview of how to set up and use Rooms for Real Estate v6.
Envelopes - Rooms for Real Estate
Create envelopes to send your room documents for signature.
People - Rooms for Real Estate
Use the People tab to view room members, invite people to a room, or control member access to a room.
Documents and Forms - Rooms for Real Estate
Learn how to add documents and forms to a room.
Working in Rooms - Rooms for Real Estate
Learn how to navigate the Rooms tab.
Rooms for Mortgage Quick Start Guide (PDF)
This guide gives you an overview of how to set up and use Rooms for Mortgage.
Rooms Dashboard - DocuSign Rooms
The Rooms dashboard displays some of your recent activity.
Copy a Room - DocuSign Rooms
Copy a room to create a new room with the same detail information as the original room.
Room Details - DocuSign Rooms
Learn how to update room detail fields, such as important dates and contact information.
Tasks - DocuSign Rooms
Tasks keep track of the documents and activities you need to complete before you can close a transaction.
Contacts - DocuSign Rooms
The Directory and Address Book give you quick access to your internal and external contacts.
Room History - DocuSign Rooms
Room history lets you view or export an audit trail of all actions taken within a room.
Inbox - DocuSign Rooms
Use your Rooms Inbox to fax and email documents.
My Docs - DocuSign Rooms
Learn more about your document library in Rooms.
Working in Rooms - Rooms for Mortgage
Learn how to navigate the Rooms tab.
Create a Room - Rooms for Mortgage
Create a room for each of your transactions to keep your tasks, documents, envelopes, and contacts organized and in one place.
Room Messages - Rooms for Mortgage
Use messages in the room's Messages tab to connect with room members.
Simplified View - Rooms for Mortgage
Borrowers use Simplified View to upload documents, track loan status, and complete their closing package. Learn how to invite borrowers to this unique workspace.
People - Rooms for Mortgage
Use the People tab to view room members, invite people to a room, or control member access to a room.
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