DocuSign Transaction Rooms for Real Estate - Onboarding Videos

 

Dashboard
What is the Activity Dashboard
What is the Tasks Dashboard

My Inbox
How do I Email Documents into My Inbox
How do I Send Email Messages to My Inbox
How do I Fax into my Inbox
How do I Move a Document from My Inbox
How do I Copy a Document from My Inbox
How do I Share a Document via Email from My Inbox
How do I Combine a PDF Document in My Inbox
How do I Split a PDF in My Inbox

My Docs
What is the My Docs Tab in Transaction Rooms
How do I Add a Folder in My Docs
How do I Add a Document from My Computer in My Docs
How do I Add a Document from My Cloud Storage Provider in My Docs
How do I View a Document After Uploading
How do I Rename, Edit, Split, or Take Other Actions with My Documents
How do I Move a Document from My Docs to a Transaction Room
How do I Share a Document via email from My Docs
How do I Combine PDF Documents in My Docs
How do I Split a PDF in My Docs

Network
What is My Network
How does Someone Join your Network
How do I View Someone in my Network

My Account
How do I Update My Account Settings
How do I Update My Account Profile
How do I Change My Password
How do I Update my Contact Information
Where do I Find My Account Notifications
What is My Account Daily Digest
What are My Account Events
How do I Update My Inbox Details
How do I Link my eSignature Account to Transaction Rooms
How do I Setup my Integrations in Transaction Rooms

Transactions
Where can I View My Transactions
How do I Search and Filter My Transactions
How do I Switch from Grid to List View
How are My Transactions Organized
How do I Create a New Transaction Room
How do I Edit and View the Details in a Transaction Room
How do I View the Activity of a Transaction Room
How do I Attach a Task List to a Transaction
How do I Add an Individual Task to a Transaction
How do I Add an Individual Task for an Action Item
How do I Add an Individual Task to a Transaction Room for a Document
How do I Add a Document to a Transaction Room from My Computer
How do I Add a Document to a Transaction Room from zipForm
How do I Add a Document to a Transaction from My Cloud Storage Provider
How do I Email a Document into My Transaction Room
How do I Edit, Rename, Split, or Take Other Actions in My Transaction Room
How do I Add and Edit a zipForm Document in a Transaction Room
How do I Collaborate with People in a Transaction Room
How do I Add People from My Network
How do I Invite People to a Transaction Room via Email
How do I Give Access to Documents and Manage People in a Transaction
How do I Send an Envelope with a zipForm Document out for Signature
How do I Send Out an Envelope for Signature
How do I Add Folders in My Transaction Room to Organize Documents
How do I Submit a Document to a Task
How do I Submit a Task List for Review and Approve
How do I Submit a Transaction for Final Review and Approval