Adding a Document to a Loop

• Related Articles

• Adding Signature & Initial Fields to a PDF in Dotloop

  When a document is uploaded into a loop as a PDF (not auto-filled through Dotloop), signature and initial fields must be added manually. Follow the steps below to add fields and send the document for signature. Step 1: Add People to the Loop Open ...

• Dotloop Best Practices

  Dotloop Best Practices For a complete video overview on dotloop's best practices, we have a training video HERE. Staying organized Naming loops Loop creation steps Sharing Sharing permissions Editing people's names or emails in a loop Staying ...

• Non-Occupancy Disclosure - How to Add to Loop

  Dalton Wade offers a minimalist Seller Property Disclosure for sellers who do not wish to fill out a standard Seller Property Disclosure or sellers who never resided in the property (Non-Occupancy). Open your loop: Click on “ADD DOCUMENT” to the ...

• How To Submit Documents in Dotloop for Our Tennessee Agents

  Tennessee MLS currently doesn't connect to Dotloop with interactive forms like most other MLS groups. Because of that, you will need to fill out forms in the Transaction Desk (through MLS) and then upload them to Dotloop, where you can submit your ...

• 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 ...