A room can hold documents, envelopes, a list of tasks comprising a workflow, and other related information. You can invite others to this space and assign them permissions on a per-room basis. The documentation in this section shows you how to perform these and other tasks.
The Rooms resource provides methods that enable you to create and manage 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.
Creates a room.
Gets a room.
Deletes a room.
Gets assignable room-level roles in v6.
Gets a list of documents in a room.
Adds a document to a room.
Uploads the contents of a file as a document to a room.
Gets a room's field data.
Gets the field set for a room.
Adds a form to a room.
Updates the picture for a room.
Gets room users.
Invites a user to a room.
Updates a room user.
TaskLists resource helps you keep track of the documents and activities you must complete before you can close a room.
Gets task lists for a room.
Applies a task list to a room.