Docusign for Real Estate: Set Up Forms and Transactions Workspace (Recorded)
Learn to use real estate forms and manage your transactions from your Docusign eSignature account.
Self-Paced
Language: English
Estimated time: 16 minutes
In this course, we will review the newest feature enhancements for Docusign for Real Estate customers, and go over how to:
- Validate real estate forms within your account so you can access the latest state and local association form libraries with pre-placed data fields and auto-fill capabilities to quickly prepare agreements.
- Group forms based on transaction type (e.g. buy side or sell side) into custom form packets to reuse in future transactions.
- Set up a new transaction within your transactions workspace, a new place where you can easily view multiple transactions and organize all forms and documents related to each.
- Send documents for signature and monitor updates in real time.