Learn the Basics

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.
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.
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