DocuSign Transaction Rooms 101
An introductory look at DocuSign Transaction Rooms. A walkthrough of the system and a discussion on how different Real Estate offices have implemented this successfully.
- Register your DocuSign account within DocuSign Transaction Rooms
- Create a new Transaction Room
- Send a document for signature out of Transaction Rooms
- Email/fax files in/out of DocuSign Transaction Rooms
- PDF an email thread into a Transaction Room
- Share files with people involved in a transaction
View an on-demand recording or register for a live webinar below.
Time | Training |
0:56 | Dashboard |
1:38 | Account Settings |
5:20 | Network |
6:00 | Transactions |
7:30 | Create a New Transaction Room |
9:21 | Add People to a Transaction Room |
10:48 | Add Documents to a Transaction Room |
18:57 | Send Documents for Signature |
21:55 | My Docs |
23:00 | Inbox |