Learn the Basics

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.
Add a Document to a Room - DocuSign Rooms
Learn how to add a document to a room.
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.
Working with Tasks - DocuSign Rooms
Tasks keep track of the documents and activities you need to complete before you can close a transaction.
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.
Working with Document Folders - DocuSign Rooms
Folders help you organize the documents you use in transactions.
Split a PDF Document - DocuSign Rooms
You can split a single PDF into multiple documents.
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
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