Learn the Basics

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:
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.
More