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API Categories

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This API is separated into major categories. Each category covers one or more resources and the resources’ methods.

CategorySummary
AccountsInformation about accounts.
DocumentsInformation about documents.
ESignPermissionProfilesA permission profile is a standard set of user permissions that you can apply to individual users or the users in a group. This functionality makes it easier to manage permissions for a large number of users.
FieldsThis section shows you how to retrieve a specific field set. This is a set of fields that can appear on a room’s Details tab.
FormsThe Forms feature of Docusign Rooms for Real Estate enables provides access to standard industry association forms that you can add to rooms.

Note: Forms is not a default feature and is currently only available in Rooms for Real Estate. To request access to Forms, contact your Docusign Account Manager.
GlobalResourcesThe Global Resources category organizes resource that are used throughout the Rooms API. You typically use these resources when you create or update a room, region, office, or user.
OfficesYou can use the API to manage offices in your Rooms account.
RegionsYou can use the API to manage regions associated with your Rooms account.
RolesThe Roles resource enables you to easily manage user permissions.
RoomsThis section shows you how to create and mange rooms. In Rooms for Real Estate, a room is a collaborative digital space corresponding to a specific property. In Rooms for Mortgages, a room corresponds to a specific loan.
RoomTemplatesRoom templates enable your company to standardize the new rooms that users create.
TaskListsThe TaskLists resource helps you keep track of the documents and activities you must complete before you can close a room.
UsersThe Users resource provides methods that enable you to add, update, delete, and manage users.