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PDF editing, zipForm® Plus, and more with latest DocuSign Transaction Rooms mobile update

I rarely open my laptop when I’m away from my desk anymore. Pretty much everything I do when I’m not at the office is done on my phone. The rate at which various apps are making things much easier is really putting a dent into my time spent on an actual computer.

Honestly, I don’t need to drag my laptop out to do my banking, or shopping, or my work anymore. Sure, some things are still a bit easier with a larger display and your traditional mouse and keyboard, but that divide is closing rapidly.

The latest DocuSign Transaction Rooms update takes a big step in that direction as well. There were a handful of abilities you had only in our web app that have now made their way to our mobile apps for Android and iOS.


Do more with your PDFs
The big one is the ability for you to do more with your PDFs right from your phone or tablet. With this update, you can choose a view that shows thumbnails of every page within a PDF. You can also manipulate your PDFs in a number of ways without leaving the app. Split a PDF into multiple documents or combine several PDFs into a single document. MKC-1960_thumbnails_image1

MKC-1960_split_image2
You can also change the page order and rotate pages within the PDF, which is helpful if it scanned in upside down.

zipForm® Plus and your tablet
If you do a lot of work on your iPad or Android tablet, you might be pleased to hear that DocuSign eSignature tags attached to zipForm® documents carry over to your Transaction Room when you pull them in on your tablet. You can use these pre-tagged forms directly in an envelope by assigning signing roles to people, which can also be done on your tablet. This is in addition to the existing capability of manually assigning tags that show signers exactly where they need to sign or initial. MKC-1960_pretag_image3

A quick update
Your paid DocuSign Transaction Rooms account gives you the ability to send and receive faxes. If this is something you’re interested in, you can request a personal fax number from within the app on your smartphone or tablet. A lot of folks still fax, and it comes in pretty handy to have a “fax machine” right at your fingertips. Currently you can send 300 pages outbound per month at no additional charge, with unlimited inbound pages. MKC-1960_fax_image4
If you really stop and think about how much more you’re doing on your phone these days, it’s easy to see why our laptops are collecting dust. The fact is, sometimes you probably feel like you need to be in about eight places at once. While we can’t exactly clone you—yet—we can make things that much easier in terms of working on the go.

Paul Koziarz

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.

DocuSign offers transaction management services and is the NATIONAL ASSOCIATION OF REALTORS® Official and Exclusive provider of electronic signature services under the REALTOR Benefits® Program.

zipLogix, a subsidiary of Real Estate Business Services, Inc. (REBS), is a joint venture between REBS and the NATIONAL ASSOCIATION OF REALTORS®. zipLogix is also a proud partner in NAR’s REALTOR Benefits® Program.

You must have an active zipForm® Plus account connected to your DocuSign for REALTORS® PLUS, DocuSign for Real Estate PLUS, or DocuSign for Real Estate PLUS, Broker Edition account in order to utilize the zipForm® Plus integration. Please check with your association to see if zipForm® Plus is available to you.

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5 Comments

  1. Until we can manually add individuals to a Transaction Room without inviting them into the Room, in order to assign them to Zipform-tagged signing roles, this feature will continue to be of limited value.

  2. I would like more information on how to create a transaction room and how to get a fax number

  3. Yeah, what update did this come out in. My app doesn’t have any of this?
    I just want the ability to “Finish Later” from the app.
    It’s terrible spending an hour with our customers only to find out we’re missing 1 field and we need to come back and do it all over again.

    Safari DocuSign > DocuSign app
    (and why don’t they have the same language?!?!?)

  4. We are still looking at ways to use the transaction room.

  5. WHAT? I can send and receive faxes from a transaction room! Get outta town!

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