Docusign for Real Estate: Set Up Forms and Transactions Workspace
Learn to use real estate forms and manage your transactions from your Docusign eSignature account.
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.
Webinar access is available for up to 10 minutes beyond start time. Learners who join more than 10 minutes beyond the session's start time are not guaranteed access to that specific session and may need to sign up for a future course.