Learn the Basics

DocuSign Rooms Video Guides
Transform every step of a complex deal into a simple digital process with DocuSign Rooms.
Auto-Fill Room Detail Fields With Data From Your Loan Origination System - Rooms for Mortgage
Learn how to use the Detail Data Form from your LOS to populate loan fields in a room. Using this form saves closers and loan processors from entering this inform...
Customize Your DocuSign Rooms Email Address - DocuSign Rooms
DocuSign Rooms issues you an auto-generated inbound email address so clients and partners can send documents directly to your account. Learn how to personalize th...
DocuSign is retiring all fax functionality in DocuSign Rooms on February 1, 2022
Due to low usage, DocuSign is removing all fax capabilities in DocuSign Rooms on February 1. Read about how this change will affect your members.
Collaborate With Settlement Partners Before Closing - Rooms for Mortgage
DocuSign Rooms for Mortgage streamlines the pre-closing process with a single platform for both the lender and title to upload, share, and review documents.
Share a Document to Make It Visible to Other Room Members - DocuSign Rooms
Learn how to give other room members access to your documents. Only you can see your documents in DocuSign Rooms unless you explicitly share them with others.
Navigating Closing Packages (Signing Agent Roles) - Rooms for Mortgage
Read about how signing agents complete notary tasks within the closing package in DocuSign Rooms.
Navigating Closing Packages (Closer and Loan Processor Roles) - Rooms for Mortgage
Read about how closers and loan processors use DocuSign Rooms to prepare documents for closing. Members with these roles have full access to the closing package, ...
Navigating Closing Packages (Settlement Agent Roles) - Rooms for Mortgage
Read about how settlement agents use DocuSign Rooms to collaborate with the loan team to build closing packages. Settlement agents have a simple, central location...
Use Messages to Communicate With Other People Working on a Transaction - Rooms for Mortgage
Learn how to send and manage in-app messages in DocuSign Rooms. A transaction can have several message threads active at once, allowing room members to connect on...
Use Messages to Communicate With Other People Working on a Transaction - Rooms for Real Estate
Learn how to send and manage in-app messages in DocuSign Rooms. A transaction can have several message threads active at once, allowing room members to connect on...
Borrower View of the Closing Package - Rooms for Mortgage
Read about how borrowers upload documents, track loan status, and complete their closing package in DocuSign Rooms. Borrowers can review and sign documents on the...
Add a Document to a Room to Share It With Others - DocuSign Rooms
Learn how to upload documents to DocuSign Rooms so people collaborating with you on a transaction can access your files. Sharing documents in a central location s...
Add Documents to Your Personal My Docs Library - DocuSign Rooms
Learn how to upload documents to a private location in DocuSign Rooms that's only visible to you. Adding documents to My Docs stores them in a secure, convenient ...
Invite Someone to a Room to Collaborate on a Transaction - Rooms for Mortgage
Learn how to add someone to a room to share documents, messages, and tasks with them in DocuSign Rooms. You can invite both internal and external people to collab...
Invite Someone to a Room to Collaborate on a Transaction - Rooms for Real Estate
Learn how to add someone to a room to share documents, messages, and tasks with them in DocuSign Rooms. You can invite both internal and external people to collab...
Remove or Restore Someone's Room Access - DocuSign Rooms
Learn how to control someone's access to a room in DocuSign Rooms.
Adding Documents - DocuSign Rooms
Read about the different ways you can add documents to DocuSign Rooms, depending on whether you want to share them with others or keep them private.
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