Adding a Document, Form or Contract to Your Loop
Dotloop offers several ways to add documents to your loop. Below are the instructions for each.
1. Click on “ADD DOCUMENT” to the right of the folder.
Click “TEMPLATES” (see below).
Scroll to category on the left side & select the document by placing a check in the box.
Click “COPY”
– the document/form is added to your folder.
2. Click on ADD DOCUMENT to the right of your folder.
Window will open – scroll to the folder your document resides in, click on the document and “Open”
The document will be added to your folder.
3. Click on ADD DOCUMENT to the right of your folder.
Click “EMAIL”
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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