How to create a transaction in TR

Tasks FAQ

How to use the Transaction Room task tab

How to Submit a Task List for Review

How to set up task due dates

Assignee vs Watcher

PDF Editing in Transaction Rooms

Convert emails to docs with #

Dropbox, Google Drive, BOX

Faxing documents directly to Transaction Room

IMPORTANT CHANGES TO DOCUSIGN & TRANSACTION ROOMS

Starting 7/1 you can sign in to both DocuSign eSignature and Transaction Rooms with a single email and password. Not only does this simplify the login process, it also allows you to jump from one product to the other from within each application.

All DocuSign Rooms users will be required to update their DocuSign Identity by 7/1/2019 so that they use one set of login credentials, to access both DocuSign eSignature and Rooms.

How to Link your Docusign and Transaction Rooms Login

How to Switch Between DocuSign eSignature and Rooms

How to use the LeadStreet Integration - DocuSign Rooms for Real Estate