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