One of my favorite things about working with the DocuSign real estate team is hearing feedback from real estate professionals about our products and incorporating that input into future updates.
The latest update of DocuSign Transaction Rooms tackles an item that we’ve heard a lot about recently from brokers and agents, and especially transaction support personnel like transaction coordinators. PDFs can be cumbersome to work with, especially when a single PDF contains several different documents or the orientation of pages is off. With this new release, you now have the ability to split and edit your PDFs without having to leave DocuSign and use another tool.
This update also continues to drive our goal of ensuring that the product is simple to use and is pleasing to the eye while eliminating clicks. We are providing an enhanced grid view of your Transaction Rooms that packs a ton of information into our new “card” interface, making it easier to quickly see the details related to your transactions, documents, and transaction participants. We’ve also updated our document preview to make it easier to navigate through a document and take action upon it.
And finally, brokers, office managers, and transaction coordinators can now link their zipForm account to DocuSign and share documents between the two applications—a feature previously only provided to agents.
Do more with your PDF
Oftentimes folks will put multiple documents into a scanner and the output will be a single PDF. In the past, that was a hassle because you’d have to leave DocuSign Transaction Rooms, split the PDF, and then re-upload it. Now you can do it all in DocuSign Transaction Rooms without bouncing around to different programs.
You can split any PDF into multiple documents, reorder the pages in the PDF, rotate them to landscape view or vice versa, and remove pages from the PDF. Or, if you need to combine many PDF’s into one, you can do that too. The output will be a new document, with the original version staying intact if you ever need to come back to it.
More information front and center
Our new grid view gives you a better look at your Transaction Rooms, documents, eSign envelopes, and transaction participants. It lets you quickly see transaction and envelope statuses and who owns various items, including documents, envelopes, and the Transaction Rooms themselves. This new grid view is available on all platforms, including the web, iPad, iPhone, Android tablet, and Android phone.
A new perspective
Another new web feature that we feel you’ll appreciate is an enhanced document preview capability. It’s easier to use and it gives you the ability to see a full-page view of your documents or quickly see all of the pages of the document as thumbnails—allowing you to jump to a particular page. It also lets you quickly scroll through the document rather than clicking through each page.
zipForm connection for Managers
Not just for agents anymore. Now brokers, office managers, and transaction coordinators can also link their zipForm account to DocuSign Transaction Rooms. This allows you to quickly and easily pull forms and other files you have in zipForm directly into your DocuSign account. You can share documents the other way too. Again, no more emailing to yourself, or downloading and re-uploading.
Integration with TRIBUS CRM
Another addition to this update is our integration with TRIBUS, a CRM solution built specifically for the real estate industry. With this integration, we provide the ability to link your DocuSign Transaction Rooms with transactions in TRIBUS. Keeping with the theme of increased efficiency, you can now access your transactions in TRIBUS from DocuSign Transaction Rooms or vice versa.
These are just a few of the key updates in this latest release. If you’re already a customer, log in today and check out what’s new. If you’re interested in learning more about DocuSign for Real Estate PLUS or DocuSign for Real Estate PLUS, Broker Edition, click here.
And, of course, keep the feedback coming. We’re always looking to improve your experience, and hearing from you, the real estate professional, helps us create tools that are a perfect fit for you and your business.
Paul Koziarz is the Director of Product Marketing for Transaction Rooms at DocuSign, and co-founder of Cartavi (acquired by DocuSign). He continues to work with real estate professionals, and is also focused on expanding our Transaction Rooms solution to serve other key industries. Connect with Paul on Twitter or on LinkedIn.