Setting Up Your Room

To create a new room:

  1. Click the green New Room button on your Rooms dashboard in the upper right corner.

  2. Enter in the Room Name and Room Type. The Total Transaction Amount and Closed Date fields are optional under "Show Advanced Options."

  3. If you are using a checklist template, select your checklist template under the Create from Template drop-down menu. (This is optional. If you do not select a template, you can add folders on the fly once you create your room. See the Notes section below to learn more about how to use checklist templates.)

  4. If you want Access Management to be enabled in your room, make sure it's turned on.

  5. If you want to make the room is private, click the Private Room button. Here is an article that can help you to learn more about Private Rooms.

  6. Click Create Room.


  • The clip above shows how to create a new room without using a checklist template.

  • Only Certified Users can create new rooms. If you would like to create a room but aren't certified, please contact

Related articles

Managing Access to folders and documents.

How do I use a Template to create a new room?

After you have created your new room, learn how to customize the checklist on the fly!

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