Learn the Basics

Working with Document Folders - DocuSign Rooms
Folders help you organize the documents you use in transactions.
Split a PDF Document - DocuSign Rooms
You can split a single PDF into multiple documents.
Add a Room Co-Owner - Rooms for Real Estate v6
If someone at your company needs equal access to your room, you can add them as a room co-owner.
Add a Room Co-Owner - Rooms for Mortgage
If someone at your company needs equal access to your room, you can add them as a room co-owner.
Co-Owners - Rooms for Real Estate v5
DocuSign Rooms may now have multiple owners
Using In-App Help - DocuSign Rooms
Use in-app help to access resources within Rooms.
Export Room Messages - DocuSign Rooms
Learn how to export your room messages to a PDF file.
Set Notifications for Room Messages - DocuSign Rooms
Set when you receive notifications for room messages.
Add and Remove Participants in Room Messages - DocuSign Rooms
If you created a topic, you can add and remove room members as participants.
Start a New Topic in Room Messages - DocuSign Rooms
Learn how to create topics so you can send messages to room members.
Upgrade Guide for Agents, Managers, and Transaction Coordinators - Rooms for Real Estate v6
Learn what to expect when your company upgrades to Rooms for Real Estate v6.
View Your Company Role and Permissions - DocuSign Rooms
Within your Rooms profile, you can view your role, permissions, and role history.
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:
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