Docusign Transaction Rooms (DTR) Integration

This article outlines the setup process to connect your Emphasys and Docusign Transaction Rooms (DTR) accounts

The first step is to authenticate your Docusign Transaction Rooms account

Once completed, navigate to Setup > Company Profile > Integration

In the TMS/MLS Statuses section select the Statuses you wish to import:

Once the preferred statuses are selected close and relaunch Back Office for the new configurations to take effect.

Importing from Docusign Transaction Rooms

Navigate to TMS/MLS Sync

Select the date range for the import and select Sync

A list of transactions will be presented for import: select as needed or Select all

Next select Import

A confirmation notification will appear confirming the import was successful. Note: Emphasys will import agent(s) attached as long as their email address matches in both systems.

The sync is currently set to refresh every 3 hours

Below are the data fields synced between systems based on docusign’s API:

MLS Number
Listing Type
Status
Address
City
State
Zip
Price
Listing Date
Sold Date (Contract Date)
Agent
Transaction Side (side represented; Buying, Selling or Dual Ended)
Referral Contact
Referral Amount ($ only – not percent)
Sale Price
Sold Date (Contract Date)
Property Type
Closing Date
Sale Commission
Seller First & Last Name with contact information
Buyer First & Last Name with contact information

For questions regarding the API please contact Emphasys or docusign support

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