DocuSign^® gives you the power to send legally binding documents and get signatures anytime, anywhere from any Internet-connected device.

How to Activate Your FREE Account

Members must contact Jeri O’Hara at johara@tcsr.realtor to receive a DocuSign Activation Email.

Important Note: In order to link Lone Wolf Transactions (zipForm^® Edition) & DocuSign, you must  activate your FREE DOCUSIGN ACCOUNT FIRST via the activation instruction above.
The remaining steps can be found here.

Frequently Asked Questions

Q: I received a notice that says, “You’ve reached the limit on the number of envelopes.’

A: The number of envelopes you can use is determined by your DocuSign plan. DocuSign gives new users 5 envelopes at no charge then asks for a fee. The FREE DocuSign account PROVIDED BY Tri-County Suburban REALTORS® offers UNLIMITED envelopes. This means you are using a DocuSign account OUTSIDE of the account provided by Tri-County Suburban REALTORS®.

Note: Many members create a DocuSign account on their own without requesting activation through Tri-County Suburban REALTORS®. Now they maintain two accounts without even realizing it.

How Do I Fix This: To resolve, you will need to cancel your personal account by going to your DocuSign profile or by contacting DocuSign support for cancellation. This is necessary because your personal account will always take precedence. You do have the option to switch between accounts if you wish to maintain both.

Q: ‘Does my DocuSign account have a fax feature.’

A: The FREE DocuSign account PROVIDED BY Tri-County Suburban REALTORS® does not provide the fax feature.

Q: ‘I am transferring offices. How can I update my email address?‘

A: The process depends on whether you still have access to your old email.

• If you still have access to your old email: You can log into your DocuSign account, go to your profile settings, and update your email address.
• If you no longer have access: We will need to close your current DocuSign account and create a new one with your updated email.

DocuSign Rooms

DocuSign Rooms for Real Estate is a storage and transaction management option for real estate.
It is a cloud-based real estate software solution for brokers and agents that offers total transaction management. Designed to streamline collaboration and accelerate workflows, Docusign Rooms for Real Estate centralizes and consolidates compliance, document libraries, form editing and e-signatures into one easy-to-use tool.

Activating Your Free DocuSign Rooms Account

Follow the steps below to register for your Free DocuSign^® Rooms for Real Estate account:

1. Log into DocuSign.
2. On the main DocuSign page, see the section in the middle of the page titled “Rooms for Real Estate” and then click on the link “Get Started.”
3. Follow the prompts to set up/add DocuSign Rooms for Real Estate to the same login as your regular DocuSign^® account.

DocuSign Training & Resources

For everything you need to build your DocuSign skills, visit DocuSign University.

Suggested Training for New Members:
DocuSign eSignature: How to Navigate Your Account
Video Playlist: Get Started with DocuSign
DocuSign eSignature – Templates: Self-paced course & step-by-step guide.

Support

For technical problems or questions, please visit the DocuSign Support Center. As of November 18, 2020, all support cases must initiate through the DocuSign Support Center website.

• In order to receive support from DocuSign, members must visit this link and Open a Case.
• Once selected, members must select Continue under the eSignature, IAM Applications, Rooms, CLM and Notary side.
  Cases are answered within 24 hours.
  Visit this How-to video for further support.