DocuSign Transaction Rooms (formerly Cartavi)
By Cartavi, LLC
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DocuSign Transaction Rooms provides a complete and secure way for real estate professionals to manage, share, and eSign documents from anywhere at anytime. From listing to close, there’s one solution for Real Estate professionals.
From listing agreements to tax assessments, inspection reports to offer letters, DocuSign Transaction Rooms provides a cloud-based solution to view, manage, share, and sign documents from anywhere, anytime, on any device.
Spend less time searching for documents and tracking down signatures, and more time getting the deal done. Time is money!
Manage your Transactions
Create an online Transaction Room and invite all of the participants involved in a transaction to join—from the buyer and seller, to the loan officer, appraiser, and attorneys. Now you can securely add, share, and sign documents supporting the transaction for others to access. Receive real-time SMS and email notifications when someone views or shares a document, adds a person to a Transaction Room, or when you receive a new document in your Inbox.
Manage Your Network
View a listing of all of the people you are connected to via transactions. You can also quickly access their contact information and a listing of all the transactions you share in common, invite contacts to a transaction, or join their Transaction Room.
Manage your Documents:
Think of DocuSign Transaction Rooms as your personal file cabinet in the cloud. Create custom folders to manage documents the way you want. With My Docs, you can store and access all of the documents that support your business from any device.
Anytime, Anywhere Access
No matter where you are or what time it is, you can access, update, share, and sign your transaction documents directly from your mobile device.
Your documents, transactions, contact information—and your clients—are safe and confidential with DocuSign Transaction Rooms.
• Data Encryption. Your documents are encrypted whether they are moving from one device to another or being stored.
• Access Control. You have total control of who has access to what documents in your Transaction Room at an individual and document level.
• Activity Logs. All activity related to a specific document and/or person within every transaction is captured in a detailed log.
• DocuSign. Connect your DocuSign eSignature account to DocuSign Transaction Rooms and use the eSignature solution trusted by banks and law firms.
• Add or update your profile and property images directly from your device.
• Easily manage your personal information and notification preferences in My Account
• Open and edit documents in other apps and transfer them to DocuSign Transaction Rooms via the Open In feature.
• Connect your DocuSign eSignature account to DocuSign Transaction Rooms account in order to create envelopes and tag documents to send out for electronic signature or to sign documents yourself.
• Monitor the status of your envelopes and receive notifications when parties have signed and when your envelope is complete.
An active DocuSign Transaction Rooms account is required to use this app. To create a new account, click the link on the login screen or visit www.docusign.com/realestate to choose a plan that’s best for you.
What's New in Version 5.4.1
Agents can now:
-Edit Transaction data
-View transaction activity log
-Submit transaction for Review with reason and comments
–View members of the brokerage by office, region, or company
-Apply or Remove a document checklist to a transaction room
-View document checklist, including approved/rejected items
-Add Assigned document to a checklist
-Remove document from checklist
*Added “Details” Tab
Broker Managers can now:
-Create Transaction Rooms
-Review, approve/reject Transaction Rooms and comments
-Change required checklist document to optional and vice versa
-Approve/reject checklist documents and comments
- Category: Business
- Updated: 03 February 2015
- Version: 5.4.1
- Size: 11.2 MB
- Language: English
- Developer: Cartavi, LLC
- © DocuSign, Inc.
Compatibility: Requires iOS 5.1.1 or later. Compatible with iPhone, iPad, and iPod touch. This app is optimised for iPhone 5.