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Tag: RE Tips (page 1 of 2)

Tips for Real Estate: What I Don’t Know About the Transaction Room’s Header

DocuSign Transaction Rooms users today spend more than 80 percent of their time in the Transactions section. Nearly all available DTR features can be found in this section. One item that many users find confusing…
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Tips for Real Estate: 5 Key Items Found on Your Transaction Rooms Dashboard

For many of you, the DocuSign Transaction Rooms (DTR) Dashboard is something that you see multiple times each day. But do you really know what each section represents and the various options you have available…
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Tips for Real Estate: Bulk Actions for Documents

Bulk actions? What are they and how can I utilize them? Within DocuSign Transaction Rooms (DTR), you have the ability to take actions on not only one document within the document preview, but also on…
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Tips for Real Estate: Top 5 Secret DTR Mobile Features That You Don’t Know About

For those of you who are closing deals on the road, which if you aren’t, you should be; here are the top 5 features that Transaction Rooms users don’t know are available with our mobile…
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Tips for Real Estate: #RoomID, the Easiest Way to Add Docs into a Transaction Room

Why are you emailing documents into your DocuSign Transaction Rooms (DTR) inbox when you can send them directly into a specific Transaction Room? Since the infancy of the Transaction Rooms product, we have allowed users…
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Tips for Real Estate: Mobile In-Person Signing Feature is a Game Changer

Do you want to sign documents faster, and right from your iPad or Android tablet? DocuSign Transaction Rooms features In-Person Signing on our tablet mobile application for iOS and Android. Our mobile app can be found within either respective app…
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Tips for Real Estate: Top 5 Reasons to Invite People to a Transaction Room

DocuSign Transaction Rooms lets you invite others to a Transaction Room. Some of our users have asked, “Why would I invite anyone to a Transaction Room?” Here are the top-five reasons why you should: #5…
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Tips for Real Estate: Dropbox, Google Drive, OneDrive, Box

Transaction Rooms integrates with your favorite cloud storage services In late 2013, the DocuSign Transaction Rooms team gave users the ability to add documents from third-party cloud storage services. We receive a lot of great…
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Tips for Real Estate: Faxing Documents

Still using fax as a communication tool? No problem. DocuSign Transaction Rooms is designed to be simple. We want every agent, broker, or client to be able to use the program, regardless of their communication…
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Tips for Real Estate: Right-Click Menu

Don’t know which options are available? Try our right-click menu. The DocuSign Transaction Rooms team continually adds functionality aimed at helping real estate professionals close deals faster while making their lives easier. An ability you…
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