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Tag: RE Tips (page 1 of 2)

Tips for Real Estate: It’s All in the (Configurable) Details

If you are a DocuSign Transaction Rooms: Broker Edition user and have looked at our Transaction Room Details tab recently, you may have noticed that we’ve added a lot. These additions include a Contact Information…
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Tips for Real Estate: Give Your Transaction Rooms More Than an Address, Give Them a Name

Many customers have asked in the past, “What happens if we want to create a Transaction Room for our clients, but they haven’t chosen a property yet?” I would always suggest for the user to…
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Tips for Real Estate: Top 5 Details to Fill Out in Your Transaction Room

When you get a new listing or your buyer finally finds the perfect house, there are a lot of details about the property you have to have at your fingertips to keep the transaction moving….
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Tips for Real Estate: Tasks Just Got Easier

As DocuSign continues to study the way customers utilize our product, we learn how it can be improved. Since DocuSign Transaction Rooms: Broker Edition was launched, the Needs My Attention section has been highly utilized by…
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Tips for Real Estate: Best Practices for Inviting People to a Transaction Room

Do you invite people to participate in your DocuSign Transaction Rooms? Do the invitees actually join the Transaction Room? Since the infancy of DocuSign Transaction Rooms (DTR), inviting people to a Transaction Room has been…
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Tips for Real Estate: What I Don’t Know About the Transaction Room’s Header

DocuSign Transaction Rooms users today spend more than 80 percent of their time in the Transactions section. Nearly all available DTR features can be found in this section. One item that many users find confusing…
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Tips for Real Estate: 5 Key Items Found on Your Transaction Rooms Dashboard

For many of you, the DocuSign Transaction Rooms (DTR) Dashboard is something that you see multiple times each day. But do you really know what each section represents and the various options you have available…
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Tips for Real Estate: Bulk Actions for Documents

Bulk actions? What are they and how can I utilize them? Within DocuSign Transaction Rooms (DTR), you have the ability to take actions on not only one document within the document preview, but also on…
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Tips for Real Estate: Top 5 Secret DTR Mobile Features That You Don’t Know About

For those of you who are closing deals on the road, which if you aren’t, you should be; here are the top 5 features that Transaction Rooms users don’t know are available with our mobile…
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Tips for Real Estate: #RoomID, the Easiest Way to Add Docs into a Transaction Room

Why are you emailing documents into your DocuSign Transaction Rooms (DTR) inbox when you can send them directly into a specific Transaction Room? Since the infancy of the Transaction Rooms product, we have allowed users…
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