Learn the Basics

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.
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.
Switch between eSignature and Rooms
Learn how to jump from Rooms to DocuSign eSignature, and vice versa.
Designate other people as room owners to share document access - DocuSign Rooms
If you are a room owner, you can designate other people as room owners to share documents with them.
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.
Use folders to organize room documents - DocuSign Rooms
Folders help you organize the documents you use in transactions.
Why do I see a watermark on my association forms? - Rooms for Real Estate v6
Pre-tagged real estate association forms within DocuSign Rooms are protected with a watermark.
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.
Upgrade Resources - Rooms for Real Estate v6
Welcome to v6! These resources will help you get started.
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.
Rooms for Real Estate v6 User Guide (PDF)
This guide gives you an overview of how to set up and use Rooms for Real Estate v6.
Email or Fax Documents - DocuSign Rooms
There are several ways you can email and fax documents to or from your Rooms account.
Delete a Room - DocuSign Rooms
Deleting a room deletes it permanently, including all the room documents.
Send an Envelope - Rooms for Real Estate
Create envelopes to send your room documents for signature.
Send an Envelope - Rooms for Mortgage
Create envelopes to send your room documents for signature.
Add DocuSign Forms to a Room - Rooms for Real Estate
If your company uses DocuSign forms, you can add standard association forms to a room.
Using In-App Help - DocuSign Rooms
Use in-app help to access resources within Rooms.
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.
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