Connecting DocuSign

We are pleased to announce that you can now integrate your Connect Dashboard with your DocuSign Transaction Room account. This should help you save time, as you will be able to easily send listing or contact information from Connect directly into your Transaction Rooms.

To get started, locate the “Partners” page. This is a new section in Connect, located under “Leads and Contacts.”  From this page, you will be able to log in to DocuSign, and authorize the connection between your accounts. You will need your DocuSign login information for this step.


On the Partners page, you will see a section for “DocuSign Transaction Room.” Click on the button labeled ‘Connect.’ 


You will then be asked to enter your DocuSign credentials. You must already have a DocuSign Transaction Room account to complete this process. If your browser has a pop-up-blocker, it may prevent this new screen from opening up.  If you do not see a new DocuSign login page appear after you click “Connect” please check your browser's pop-up blockers.


Once you authorize DocuSign, you can always come back to the Partners page and disconnect your account if you no longer want to have this integration turned on. Also, if you ever change your DocuSign password, you can return to this page to re-connect and enter your new information.


That’s it! Once your account is connected, you will be able to access DocuSign Transaction Rooms from your contacts and listings. You will have two different options that you will see as buttons on contact and listing records. These options will also be available under the gear icon on the contact or listing manager overview pages:2017-02-24_0953.png

  • “Create Transaction Room” - This will prompt you to create a new Transaction Room. We will automatically send over some contact or listing information to the new room. Follow the on-screen prompts to create a new room.


  • “Enter Transaction Room” - This will automatically open DocuSign and drop you right into your Transaction Room account so you can easily go back and forth between the two.


You can also navigate to creating or entering a Transaction room via your listings as well. Clicking on the gear icon in the top left corner of a listing will open the menu where you can select create/enter transaction room.


You can also create/enter a transaction room from viewing the listing details. 


Your transactions will also be available in DocuSign for review.


Have Questions? Just Ask! Our Support Team can be reached by email at!



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