Learn the Basics

Review Tasks and Task Lists - Rooms for Mortgage
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 - Rooms for Mortgage
Tasks keep track of the documents and activities you must complete before you can close a transaction.
Editing documents with the mobile application - Rooms for Real Estate v5
You can edit a document in the DocuSign Rooms mobile application directly from your tablet or smartphone.
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.
Adding Documents - DocuSign Rooms
Learn how to add a document to a room or My Docs.
Switch Between eSignature and Rooms
Learn how to jump from Rooms to DocuSign eSignature, and vice versa.
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.
Working with Documents - DocuSign Rooms
An overview of working with documents in Rooms.
Using My Docs - Rooms for Real Estate v5
In My Docs, you can organize documents by arranging them into folders, just like folders on your computer.
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.
People in 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.
People in 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.
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