Rooms and Workspaces

Excellent question ​@PL123 !  But I don’t yet have a definitive response.  I’ll post another reply when I have one.

Regards,

Jerry

Hey Jerry,

Thank you very much for checking into my question.

Thanks, Phil

​@PL123 No, they are not transferable.

I was afraid that may be the case. Does that mean that a single file cannot be copied from Rooms and pasted to workspaces. Thinking out loud here, I wander if a room can be email and then utilized in workspaces?

I see no reason why individual files could not be downloaded from Rooms, then uploaded to a Workspace.  As to emailing or other options, I don’t think so at the moment.

Jerry

Thanks again Jerry. The agent that is moving from her current real estate company will most likely try that maybe as soon as this afternoon. Thanks, Phil

Hello ​@PL123,

How are you? I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful. If so, please mark it as the "Best Answer ✅" by clicking “Select as Best” to make it easier for other users to find. Otherwise, let me know and I will gladly help you address the situation as soon as possible. Thank you!

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Melanie | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue

Hello I am 2 person real estate company. The user under my account **********@gmail.com can not access workspaces--she needs to be able to acces workspaces so she can utilize her zip forms. I can access workspaces which allows me to use zip forms but she can not. Can DocUsign help or do I need to hire a 3rd party expert?