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
Services
Zillow Trulia Frontdoor.com Realtor.com Hotpads.com Homes.com Craigslist.com
Realtor OrgsOrgs
CAR NAR CA DRE
Company Website
California Realty
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