What view works best for you?

The DocuSign Transaction Rooms development team recently enhanced the Grid view to display more helpful information at a glance. In addition to showing a photo of the property associated with a Transaction Room or an image of a document, the Grid view also shows the owner of that Transaction Room or document. There are quick-jump links to your documents, people, and envelopes, and a label in the bottom left of each thumbnail indicates the side of the transaction you are on.

While the Grid view provides a tremendous visual experience and quick links to help you navigate Transaction Rooms more efficiently, you might prefer the List view instead, especially if you are working on smaller screens.

The List view provides you with the same information the Grid view offers, but is designed in a more streamlined, linear fashion. List view is most helpful when working with checklists (Broker product). This gives you more space to drag and drop documents into a checklist area from your document bin. 

If you are interested in using the Grid view but would like the tiles minimized, use the Zoom Out feature within your browser (generally found in the View menu). Your browser should remember this setting for future sessions within DocuSign Transaction Rooms.

So, which view works best for you? Let us know your feedback in the comment section below, and stay tuned for more real estate tips!

Brent Boyens