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Its easy to send out documents for signature from Rooms. Youll start from the Envelopes tab. To create an envelope, select New in the top-right. Once inside the envelope, you can upload the documents that you want sent for signature. The Upload option allows you to select documents from your computer, or other cloud storage providers. Documents in the room, including any forms for real estate, you can click Add Room Documents, and select what you need from there. The Use a Template option will let you pull from the eSignature templates that you have set up. If you select an eSignature template or a form, youll notice fields below now correspond to the recipient roles assigned in the template or form. You can delete the ones you wont need for this envelope. You can enter the recipient information manually, or you can select the icon on the side to select Contact Information from your room participants, your personal address book, company directory, or the client contact informati
