DocuSign Transaction Rooms provides a complete and secure way for real estate professionals to manage their transactions. Store, share, and electronically sign documents, complete tasks, and close deals from anywhere at any time with the DocuSign Transaction Rooms mobile apps.
Anytime, Anywhere Access
Spend less time searching for documents and tracking down signatures, and more time getting the deal done. No matter where you are or what time it is, you can manage your transactions directly from your mobile device.
Manage your Transactions
Create an online Transaction Room and invite all of the participants involved in a transaction to join—from the buyer and seller, to the loan officer, appraiser, and attorneys. Now you can securely add, share, and sign documents supporting the transaction for others to access. Receive real-time SMS and email notifications when someone views or shares a document, adds a person to a Transaction Room, or when you receive a new document in your Inbox.
Manage your Documents
Store and access all of the documents that support your transactions from any device. You can also add pages to and remove pages from PDFs, change page orientation, split PDFs into multiple documents, and combine PDFs into a single document.
Manage your Tasks (Broker Edition only at this time)
Broker Edition users can apply task lists to Transaction Rooms that serve as guidelines for activities that must be completed at various stages throughout the transaction. Tasks can be associated with documents or activities that do not necessarily require documentation. You can assign roles, set permissions, add due dates, and get notified on the progress of tasks applied to Transaction Rooms.
Manage Your Network
View a listing of all of the people you are connected to via transactions. You can also quickly access their contact information, invite contacts to a transaction, or join their Transaction Room. Provide contacts access to documents, assign them tasks, and view their activity within a transaction.
Drive Transactions Securely
Your documents, transactions, and critical information—and your clients’—are safe and confidential with DocuSign Transaction Rooms.
Access Control. You have total control of who has access to what documents in your Transaction Room at an individual and document level.
Activity Logs. All activity related to a specific document and/or person within every transaction is captured in a detailed log.
DocuSign. Connect your DocuSign Signature account to DocuSign Transaction Rooms and use the signature solution trusted by banks, law firms, and professionals in virtually every industry. Create envelopes and tag documents to send out for electronic signature, or sign documents in person.
Apple Watch Integration
Get reminders and view tasks that are coming due in the next week, keep track of tasks that are awaiting approval, and see tasks that have been approved or declined. You can also approve tasks from the Apple Watch or use the handoff feature to do more editing from your iPhone.
An active DocuSign Transaction Rooms account is required to use this app.
-Room Templates feature support
Ratings and Reviews
I use this app regularly and the fact that it exists is very handy for my ability to review transaction rooms on the go.
BUT, logging in is frustrating. Even setting a PIN, it doesn’t matter and I’m constantly told “Refresh token is invalid” and am prompted to log in again. I try to choose the global DocuSign login but then have to re-enter my email again. It would be sooo nice to have Touch ID available as a login option.
Make it better!
Have been overall satisfied with the DTR on the desktop but the apps for iPhone and iPad are lacking. First it does not allow integration with ZipForms Plus. I am unable to make new ZipForm client accounts like I can on the desktop version. Also, there is no discernible integration with Docusign App. I am not able to get signatures in person from envelopes submitted in DTR. Should be able to sign in DTR without leaving the app like I can on website. Login is not convenient on App as well. Needs substantial work here or may have to find new solutions for online transaction coordination for our real estate firm. Make it better!
No more dropbox?
Great app but the computer version allows Dropbox uploads while the app doesn’t? The app used to accept Dropbox uploads. What gives? I need to be able to use this on the go and I can’t use Dropbox.
With Family Sharing set up, up to six family members can use this app.