Adding Documents & Forms to Your Loop

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.com
Hours:  Mon.-Fri. – 9am-7pm & Sat. & Sun. – 12pm-5pm




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