CG | Docusign rooms #TBD (TBD CE) – Cameron Starr

by | Jan 19, 2022 | Agent Resources

• Rooms are similar to Zipform’s Transaction Folders
• Rooms are groupings of forms and documents
• E-Signature is the original product you are used to
• Overview – Dashboard inbox rooms
• Basic setup – preferences
• Create a room – Details Tab, Documents Tab
• Signing Templates

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