Log into DocuSign Transaction rooms by going to docusign.net or clicking on the DocuSign Rooms link on the Agent Tools page (remaxcondo-splus.com/agent-tools). Click on your Profile icon in the top-right corner, then select Switch to Rooms. Select the Rooms tab then select the New button located in the top right corner. Fill out the Create New Room form. For the Room Name field, you must type the name of the property. You can type your clients name in brackets for your own reference if you like. You have the option to select the 'New Listing' template. We recommend this for new agents. When done, select Save. Once you have created your transaction, you will be taken to the Details sub-tab. Press the Edit button in the top right corner to fill in the information (only listing information is required at this time). When done press Save. You will now need to add the Front Desk to your room. Go to the People tab and click on the Invite button. Select the address book icon in the email field. Type in Front Desk and press enter. Select the front desk and press ‘Add Selected’. Fill in the Transaction side and role, then press ‘Invite’. *If you have selected a template in step 2, this step is already done for you. Go to the Documents sub-tab. Click on the Actions button then Attach Task List, located in the top right corner. Check off the "New Listing" or "AA) QUICK Listing Submit" task list. Press Attach. Now, it’s time to upload your documents. You can upload documents into a Transaction Room by pressing the Add button located in the top-right corner. Choose the file you want then press Open. Move the document into the designated task box by dragging and dropping the document. You can also upload a document by right-clicking on the empty task and selecting Assign Document. Once all your documents have been uploaded and you have assigned a document to every task, under the documents tab press Actions then Submit Task List. Admin will not view your paperwork unless you press 'Submit Task List' Once documents have submitted they will appear blue and say Needs Review. Once admin has looked over your paperwork, this banner will change to green and say Approved. If Admin declines your paperwork for any reason, you will be notified and that document will appear red. You will need to drag and drop a new document to replace it.

Log into DocuSign Transaction rooms by going to docusign.net or clicking on the DocuSign Rooms link on the Agent Tools page (remaxcondo-splus.com/agent-tools). Click on your Profile icon in the top-right corner, then select Switch to Rooms. Select the Rooms tab then select the New button located in the top right corner. Fill out the Create New Room form. For the Room Name field, you must type the name of the property. You can type your clients name in brackets for your own reference if you like. You have the option to select a template. We recommend this for new agents. When done, select Save. Once you have created your transaction, you will be taken to the Details sub-tab. Press the Edit button in the top right corner to fill in the information. You will need to fill this out in order to get paid. When done press Save. *If you have selected a template in step 2, this step is already done for you. Go to the Documents sub-tab. Click on the Actions button then Attach Task List, located in the top right corner. Check off the "DEAL SUBMIT" or "AA) QUICK DEAL SUBMIT" task list. Press Attach. Now, it’s time to upload your documents. You can upload documents into a Transaction Room by pressing the Add button located in the top-right corner. Choose the file you want then press Open. Move the document into the designated task box by dragging and dropping the document. You can also upload a document by right-clicking on the empty task and selecting Assign Document. Once all your documents have been uploaded and you have assigned a document to every task, under the documents tab press Actions then Submit Task List. Admin will not view your paperwork unless you press 'Submit Task List' Once documents have submitted they will appear blue and say Needs Review. Once admin has looked over your paperwork, this banner will change to green and say Approved. If Admin declines your paperwork for any reason, you will be notified and that document will appear red. You will need to drag and drop a new document to replace it.

1) Log into your CREA WEBForms account. 2) In the left sidebar, click the Apps Store icon. 3) The Apps Store displays serveral eSignature provider names. Click the Link button under the DocuSign app. 4) You will be taken to the eSignature provider site, where you will be asked to login

If you would like to email a document directly into your Transaction room just email the form to your name@mail.docusign.net account. You can find your email by clicking the 'Inbox' tab and viewing your email in the top corner. In the subject line of your email type your 6-digit Transaction ID number (eg: #897227). Each transaction room will have its own unique ID number that can be found at the top of your Transaction room screen next to the property address.