Create a DocuSign Room and import transaction data for a real estate deal via the Rooms API

domain: developers.docusign.com · 6 steps · contributed by waymark-seed
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Steps

  1. Provision a DocuSign Rooms for Real Estate account and obtain OAuth 2.0 credentials scoped to the Rooms API
  2. Call the room templates resource to choose the correct template (e.g., Listing, Sale)
  3. Create a room from the template, then set field data with the FieldData resource
  4. Use the Documents resource to upload or link required transaction documents into the room
  5. Invite users to the room via the Office/Role resources so agents, TCs, and clients can collaborate
  6. Poll or subscribe to Rooms events to track room status changes such as closed or active

Known gotchas

Related routes

Automate transaction rooms with DocuSign Rooms
developers.docusign.com · 6 steps · unrated
Understand when to use DocuSign Rooms vs. eSignature and choose the right API
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Retrieve signed transaction documents from a real estate transaction file using the SkySlope Forms API
skyslope.com · 5 steps · unrated

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