How DocuSign Rooms works with Loft

How DocuSign Rooms works with Loft

The DocuSign integration will save you time by eliminating the need for duplicate data entry.

Watch the video


Read about it here

To begin, configure DocuSign to ensure your eSignature and Rooms Admin Accounts are linked prior to completing the integration by following these instructions.

Once the Admin accounts are linked, member accounts may be linked using the Migration Wizard, or members can do it themselves by following the steps here. Any questions can be answered by your DocuSign representative.

In Loft, enable the DocuSign Rooms integration by navigating to the Integrations Menu. Choose 'DocuSign Rooms' and then save. 


Next, click the 'Connect DocuSign' Button.


You will be prompted to log into DocuSign and confirm access permissions.

Once you accept the confirmation, you will be redirected to the 'DocuSign Rooms' page in Loft. You will now be able to click 'Reload'.


Once you have loaded the DocuSign Rooms, you may view the rooms and create a deal from a room by selecting one of the available rooms.  In order to ensure the best possible integration, please make sure your Agent emails in DocuSign match those in Loft. 

All Deals that are created from a Room must have a unique MLS number to prevent duplicate deals in the system.



Click 'Create Deal' to start the import of the deal.


Loft retrieves the deal data and documentation from DocuSign.


Click the Deal number link to review the deal.

If deal information has been changed in the Room, you may refresh the data. Now, select the Room.


Click 'Sync Deal' to refresh the data fields from the Room to the Loft deal.


Contact Syncing

Contacts in Docusign mapped in the field mapping below will  will sync over to Loft when a deal is imported.  That said, if a contact similar to the contact in Docusign is present in Loft, as long as the contact's email matches that contact in Loft, the contact will sync over or if the contact is and 80% match.  There are exceptions to this and to avoid duplication, we encourage you to add those existing contacts in Loft so they match.  

Add Contacts in Docusign

Here's how you can add your contacts in dotloop to avoid duplication:
Head to my Account
Select Contacts
Select Address Book
Click Add Contact
Enter your Contact's information and Save

Field Mapping



That's it!

If you're having issues with the new V6 version, please check this article out: https://support.loft47.com/portal/en/kb/articles/troubles-with-docusign
Thanks!

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