Learn the Basics

Manage Contacts - DocuSign Rooms
The Directory and Address Book give you quick access to your internal and external contacts.
Check Your Company Role Permissions to Learn Which Features You Can Use - DocuSign Rooms
Learn how to check your company role and its permissions in DocuSign Rooms. Reviewing these permissions helps members understand what they are permitted to do in ...
Use In-App Help to Access Resources - DocuSign Rooms
Learn how to use in-app help to access walk-thrus, written articles, videos, and information about new features. Onboarding resources are also provided for gettin...
Use Form Templates to Pre-Fill Association Forms - Rooms for Real Estate
Learn how to create and apply form templates. Form templates prevent you from having to fill in the same information on a form each time.
Changing the Transaction Side of a Room - Rooms for Real Estate
Learn the different ways a room member can change the transaction side of a room.
Why Do I See a Watermark on My Association Forms? - Rooms for Real Estate
Learn why pre-tagged real estate association forms within DocuSign Rooms are protected with a watermark.
Designate Other People as Room Owners to Share Document Access - DocuSign Rooms
If you are a room owner, learn how to designate other people as room owners to share documents with them.
Use Folders to Organize Room Documents - DocuSign Rooms
Learn how to create document folders so you can quickly sort, find, and manage your transaction documents.
Invite or Remove People from a Room - Rooms for Mortgage
Use the People tab to view room members, invite people to a room, or control member access to a room.
What's the Difference Between a Company Role and a Room Role? - DocuSign Rooms
Your room role determines what you can do in that room. It might be the same as your company role, or it could be a different role with fewer permissions.
Split Loan Packages Automatically to Prepare Documents for Closing - Rooms for Mortgage
DocuSign Rooms can automatically identify documents within a loan package, divide them into separate PDF files, then separate them into folders. This drastically ...
Create Rooms to Collaborate On Transactions - Rooms for Mortgage
Create a room for each of your transactions to keep your tasks, documents, envelopes, and contacts organized and in one place.
Create Rooms to Collaborate On Transactions - 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.
Share Form Access So Team Members Can Add or Edit Your Forms - Rooms for Real Estate
If you collaborate with team members that are non-licensed agents, sharing your form access lets them add and edit real estate forms on your behalf.
Rooms for Real Estate User Guide (PDF)
This guide gives you an overview of how to set up and use Rooms for Real Estate v6.
Invite or remove people from a room - Rooms for Real Estate
Use the People tab to view room members, invite people to a room, or control member access to a room.
Switch between eSignature and Rooms
Learn how to jump from Rooms to DocuSign eSignature, and vice versa.
Correct an Envelope - DocuSign Rooms
You can correct the recipients and documents within in-progress envelopes.
Document Permissions, Ownership, and Sharing - DocuSign Rooms
Learn more about how documents are accessed and shared within Rooms.
Work with Documents - DocuSign Rooms
An overview of working with documents in Rooms.
Add Documents - DocuSign Rooms
Learn how to add a document to a room or My Docs.
Review Tasks and Task Lists - DocuSign Rooms
If you are the reviewer on a task or task list, you'll need to approve or decline these items from the TASKS dashboard or room TASKS tab.
Tasks in a Room - DocuSign Rooms
Tasks keep track of the documents and activities you must complete before you can close a transaction.
Download and Print Documents - DocuSign Rooms
You can download and print documents from a room, your Rooms inbox, or your My Docs folder.
Split or Combine PDF Documents - DocuSign Rooms
You can split a single PDF into multiple documents or combine multiple PDFs into one.
Rooms for Mortgage User Guide (PDF)
This guide gives you an overview of how to set up and use Rooms for Mortgage.
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