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:
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).
Phone: 727-914-9174
Email: support@daltonwade.comHours: Mon.-Fri. – 9am-7pm & Sat.
& Sun. – 12pm-5pm
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