Adding Documents & Forms to Your Loop
Dotloop offers
several ways to add documents to your loop.
Below are the instructions for each.
Click on “ADD DOCUMENT” to the right of the
folder:
1. TEMPLATES
Option:
The Templates library will open (all of the documents/contracts/forms available to agents are the most current & up-to-date versions):
-Scroll to
category on the left side – for example: Condo Rider will be in the “HOA/CONDO/CDD/COOP” folder, a blank
addendum will be in the “COMMON ADDENDA”
folder.
-Tip: Start typing the name of the document
in the “Search” box for quick
results.
-Select the document
by placing a check in the box.
-Click “COPY” – the document/form is added to
your folder.
2. BROWSE Option:

The browse
window for your PC will open:
Select the document
you would like to upload to your loop.
Click “Open”
The document
will be added to your folder. You can
also drag a document from your PC to the “Browse” box.
3. EMAIL Option:

The box will display a link for
you to “Copy to Clipboard” (see
below).
Open the email that has the
documents you would like to email into your loop.
Click on “Forward” or the arrow.
In the “To” field – right click & paste the
link copied to your clipboard (see below).
Click “Send” – the attachments in your email will upload to your folder.
Questions? Call our Support Team for assistance!
Phone: 727-914-9174
Email: support@daltonwade.comHours: Mon.-Fri. – 9am-7pm & Sat.
& Sun. – 12pm-5pm
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