DocuSign Transaction Rooms Release 6.1.5

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DocuSign Transaction Rooms Release 6.1.5 Release Notes

DocuSign Transaction Rooms Update 6.1.5 Release notes The latest DocuSign Transaction Rooms update introduces the Tasks dashboard and offers a few new ways to access and interact with your transaction documents.

VERSION OVERVIEW Product name: Packaging: Version: Release date: Targeted user(s):

DocuSign Transaction Rooms DocuSign for Real Estate PLUS, Broker Edition 6.1.5 October 2015 Brokers, transaction managers, agents, administrative staff

PLATFORM AVAILABILITY Feature

1.0 Tasks dashboard 2.0 Enhanced PDF splitting 3.0 Search by Transaction Room ID number 4.0 Attach a task list from Documents tab

Web

iOS-iPad

iOS-iPhone

And. tablet

And. phone

1.0 Tasks dashboard FEATURE DETAILS The Tasks tab in the Dashboard provides you with a list of everything that needs your attention, including past-due and coming-due tasks you are responsible for, tasks needing review or declined, documents needing review or declined, task lists needing review or declined, and Transaction Room closures needing review or declined. The tasks in your personal Tasks tab will be those you own, are an Assignee to, or are a Watcher of.

1.0 Tasks dashboard View a list of the tasks and other items that need your attention.

Figure 1.1 Tasks dashboard view

Selecting the Tasks tab on the Dashboard will show you a list of everything that needs your attention, including past-due and coming-due tasks.

View relevant details of the items requiring your attention, including the due date, Assignee, location, and when it was last updated.

2.0 Enhanced PDF splitting FEATURE DETAILS When working with PDFs, you now have the ability to split a single document into as many as you’d like. Previously, PDFs could only be split into five separate documents. For example, before this release, if you had a 30-page PDF, you could only break it up into five six-page documents or a combination thereof. This update allows you to break that 30-page document into 30 separate documents if you choose.

2.0 Enhanced PDF splitting Split a single PDF into more than five separate documents.

Figure 2.1 Manage PDFs

You can split a single PDF into as many separate documents as you’d like.

3.0 Search for a Transaction Room by room ID number FEATURE DETAILS In addition to searching by address, city, state, and postal code, users may now enter the specific Transaction Room ID number into the search bar to locate and access a Transaction Room.

3.0 Search for a Transaction Room by room ID number Enter the Transaction Room’s ID number into the search bar to access the room directly.

Figure 3.1 Enhanced search

Access a Transaction Room by searching for it by its ID number. After opening a Transaction Room, its ID number is found in the top left, near the property address.

4.0 Attach a task list to a Transaction Room from the Documents tab FEATURE DETAILS Users may now attach a task list to a Transaction Room from the Documents tab. The option will appear when selecting the Actions button.

4.0 Attach a task list to a Transaction Room from the Documents tab This added ability provides another area from which you can add a task list to a Transaction Room.

Figure 4.1 View actions

Select the Actions button, then select Attach Task List.

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