Rooms
Rooms is a newly added feature that consolidates tasks, compliance management, document libraries, document editing, and e-signature sending. This feature is available only within Pro organizations and is not available at the individual (user-only) level.
If you attempt to create a new Room from an individual account, you will see two options: create a new organization by selecting the "Create Organization”, or select an existing organization via the "View Organizations" button.
Once you're done with selecting/creating the organization, the Rooms folder will display an empty dashboard with a message explaining that a Pro organization is required to use Rooms, along with an “Upgrade to Pro” button.
After purchasing an Organization Pro subscription with a specified number of licenses, you can start creating Rooms.
How to create a Room
There are two ways to create a room: by clicking the "Create New Room" button in the Rooms folder, or by clicking the "New Room" button in the top-left corner of your dashboard.
After clicking one of those buttons, you will be able to set up the name of your Room and select its type. There are two types of rooms: Real Estate and Custom. The difference between these types is that the Room Address section is available only for Real Estate rooms.
Rooms tabs, and details
Once the Room creation is finally done, you will see its page with multiple tabs. Let’s review them one by one:
Details - provides the overall information about the Room (name, status, date of creation).
Documents - allows you to add documents to the Room.
People - here, you can check users who have been invited into this room and add new members.
Tasks - allows you to create and assign a task to a particular room member, and set the due date.
Activity - displays activity for all actions taken across the tabs mentioned above.
Delete Room - destroys the room and all its details.
Note: The Room can be destroyed only by the room Owner or Admin.
Details
You can adjust your Room Details anytime by clicking the Edit Details button. To add a description to your room and your address information, use the Add Description/Address buttons.
Documents
Currently, there are two ways to add a document to a room: from Computer and Blank Document.
Permissions:
Owner, Admin, Content Manager, and Agent can create, read, edit, and delete documents within the room. Viewer can only read documents within the room.
Added document can be removed/deleted. Documents added to a room are also displayed in the Documents tab at the organization level, with a tooltip showing which room the document belongs to.
People
The organization Owner who creates a room becomes the room admin by default. Organization members with the Content Manager, Agent, or Viewer role do not have access to organization rooms unless they are specifically invited.
Tasks
Only Owner, Admin, and Content Manager can create, edit, and delete tasks. Agent and Viewer can all view tasks but have no edit access.
Room task contains:
Title (required; must be between 4 and 100 characters)
Description (optional)
Assignee (optional)
Due date (optional)
Documents (optional; only documents within the room can be added)
A room task also contains dedicated buttons and a checkbox to mark the task as completed or incomplete.
Activity
Shows activity for all actions taken across the other four tabs. All actions are tracked and non-editable for all roles.
How to accept an invitation to a room
The invited user receives the invitation by email.
When the user clicks the “Sign in and accept invite” button, they are redirected to the DocHub sign-in page with the email field pre-filled.
After the user signs in to their DocHub account, a room invitation notification is displayed.
When the user clicks “Accept Invitation”, they are redirected directly to the room page.
