Course curriculum

  • 1

    DSR Reference Guide

    • Reference Guide
  • 2

    Getting Started

    • Setting up your Profile

    • Setting up your Preferences

    • Creating Form Templates

    • Creating a Room for your Transaction
  • 3

    Working With Documents

    • Adding Fillable Forms

    • Archiving Files

    • Emailing PDF's to DocuSign Rooms

    • Splitting PDF's

    • Sending Documents for E-Signatures

    • Adding PDF's to a Room

    • Adding Form Templates to a Room

    • Assigning Documents to Placeholders for Review
  • 4

    Completing In-House Forms

    • Completing the Transaction Summary Sheet and the Funding Request
  • 5

    Closing your Room

    • Closing a Room when the Property is Sold or Leased

    • Closing a Room when Terminated, Withdrawn...