DocuSign Transaction Rooms are a key feature of DocuSign for Real Estate Plus. DocuSign Transaction Rooms are a simple, secure, mobile way for Real Estate professionals (Realtors) to manage their transactions. With Transaction Rooms, you have the capability to store, share and eSign documents with anyone, at any time, and in whatever manner you need to.

It means always being prepared for your clients, and staying organized & compliant in one central application. Acting as a hub, Transaction Rooms allow you to ditch your eFax line, and further your pursuit in being a truly paperless agent.

Creating a Transaction Room

Set up a location for all of your documents related to a transaction with ease.

  1. From your web browser, log in to your DocuSign Transaction Rooms account and click Transactions.
  2. Click Create.
  3. Enter the Property Address and select your Role and Side in the transaction.
  4. Click Change Picture to add a photo of the property if you'd like, then click Create.
  5. You've just created a transaction room! Upload your documents and you'll be well on your way to Digital Transaction Management.

To learn more about DocuSign Transaction Rooms, be sure to check out our introduction page: Welcome to DocuSign Transaction Rooms.

For more information, be sure to check out our Support Site or Ask a Question on the Community!