DocuSignTransaction Rooms

Activate Your Account:

  1. Open the Welcome email and click the activation link.
  2. Enter your information and clickCREATE MY ACCOUNT.
  3. Review the confirmation email and clickActivate My Account.
  4. Enter your DocuSign Transaction Rooms login information and clickSIGN IN.
  5. Your account is now set up.

What is Docusign & Docusign Transaction Rooms?

DocuSign is a provider of cloud-basedelectronic signature technologythat facilitates exchanges of contracts. You will have unlimited signatures, secure cloud storage, and REALTOR® branding.

Docusign Transaction Rooms provides you with one convenient place to store, manage, and share all contracts, inspection reports, loan applications and any other document involved in a transaction with anyone who needs them.

Using DocuSign with Docusign Transaction Rooms, agents can manage 100% of the transaction online securely with all participants. With DocuSign and DocuSign Transaction Rooms, you can manage 100% of the documents from all parties electronically.

DocuSign Transaction Rooms How-To

1. If you already have a DocuSign e-signature account set up in ZipForms, proceed to Step 2.

If not, follow these steps:

Login to your ZipForm account. Go to Profile Tab and select Settings. Under signature options, select DocuSign and Hit Save

2. Set up your profile-

Your profile is displayed within DocuSign Transaction Rooms and is a great way to share your contact information with clients and other partners.

To begin customizing your profile, clickSettings.

Fill out any pertinent information in theProfileandContact Infotabs, adjust your notifications, and note or edit yourinboundemail and fax number.

Sync your DocuSign eSignature account andsync your zipForm accountunderIntegrationsif you have one.

3. Create and explore sample transaction room

Transaction rooms are the hub for sharing documents related to a transaction.

ClickTransactions.

ClickNewand enter a transaction address

Set yourself on the appropriate side (This tab is not customizable) and as a Real Estate Agent.

Upload a picture and clickCreate.

See a video how to here:

4. Add documents to a transaction roomto share them with others.

To upload documents to your new transaction room, clickAdd.

Click the preferred source for the file.

Navigate to the desired file and clickOpen.

In order to use zipForm as your preferred step you must first link your DocuSign Transaction Rooms to zipForm account, here is how you do this.

Log in to your DocuSign Transaction Rooms account and click Settings.

Click Integrations.

Enter your zipForm login credentials and click Save Changes.

You can now transfer files from your zipForm account to your DocuSign Transaction Rooms account.

5. Add people to a transaction room

Select the people you'd like to add to the transaction room.

From the transaction room, click thePeopletab.

ClickAdd, and then click the preferred option.

After adding a person to the room, click their tile to view available options.

To adjust their document permissions, clickAccess.

Click to select which documents they have access to. To change permissions for all documents, click theAccessdrop-down menu, and thenclickAllorNone.

To view their activity within the transaction room, clickActivity.

6. Send a document for eSignature

Use DocuSign Transaction Rooms to send a document to one or multiple recipients with ease.

Make sure you have your DocuSign account linked (underSettings), then clickEnvelopesand clickCreateto create a new envelope.

Add documents and people as appropriate, and then seal the envelope.

Place the DocuSign fields as appropriate and send it out to be signed. The completed, signed document will be placed into the Documents tab along with the Certificate of Completion.

7. A few last features and tips & tricks

Explore your unique DocuSign Transaction Room Inbox

From the home screen, clickInbox. Yourinboundemail and fax numbers are listed at the top.

To send a document to your Inbox, simply attach the document to your email and enter the Transaction Room Inbox email address in the to field. Once the email is sent, the document will appear in your Transaction Room Inbox.
Note:If you ever email an attachment inwithoutputting #TransactionRoomID (e.g. #123456) in the subject line, it will end up here. Also, all inbound faxes will end up here.

If need be, you canMoveorCopydocuments from your Inbox to a transaction room. Right-click a document to see these options.

Send documents from your zipForms account directly to a specific transaction room

Log in to zipForm and move the pointer over the tile that contains documents to export into a specific transaction room.

Click the drop-down arrow on the tile and click Partners.

Click DocuSign Transaction Rooms.

Enter your DocuSign Transaction Room credentials and click Sign In.

You can now transfer files from your zipForm account to your DocuSign Transaction Rooms account.

Explore your My Docs Folders

From the home screen, clickMy Docs.

Click thePersonaltab, and then clickCreateto make a new folder.

This is your personal “filing cabinet” where you can store documents not related to specific transaction rooms.

Working With Checklists:

Checklists are an easy way to ensure that a transaction room contains all required documents prior to approval.

To add a document checklist to transaction rooms you create. Managers can also assign checklists to specific transaction rooms for agents.

To add a checklist to a transaction room you've created:

  1. From your DocuSign Transaction Rooms account, click theTransactionsicon.
  2. Click to select the transaction you want to add a checklist to and then click theDOCUMENTStab.
  3. ClickACTIONS, then clickAttach Checklist.
  4. Select the checklist you want to attach to the transaction and then clickATTACH.
  5. Click to select the checklist you want to edit.
  6. Add documents to the transaction room. To add a document to a checklist, right-click the document and selectAssign To Checklist.

    Documents can also be added to a checklist by dragging and dropping the document from the documents pane to the checklist pane.

  7. Select the checklist item and clickSAVE. Repeat steps 6-7 with any remaining documents.

The checklist is added and ready to be reviewed.

To remove documents from a checklist:

  1. From your DocuSign Transaction Rooms account, click theTransactionsicon.
  2. Click on the transaction with the checklist you want to remove documents from and then click theDOCUMENTStab.
  3. Click to select the checklist you want to edit.
  4. Right-click the document you wish to remove from the checklist, then clickRemove From Checklist.
  5. ClickREMOVE.

The document is removed from the checklist.

Note:To remove a checklist entirely, from theDOCUMENTStab, clickACTIONS, selectRemove Checklist, and then clickREMOVE.