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
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Open your loop.
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Scroll to the People section.
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Click Add Person.
Enter the signer’s name and email address.
Select their Role (e.g., Seller, Buyer).
Step 2: Open the Document
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In your loop, click Add Document to open the PDF you want to prepare for signatures.
Step 3: Add Signature Fields
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Click Add Signature.
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Drag and place the signature box on the correct signature line.
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Click Assign Field and select the appropriate signer from the dropdown list.
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Repeat for each additional signer.
Step 4: Add Initial Fields
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Click Add Initials.
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Drag and place the initials box on the appropriate line.
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Click Assign Field and select the signer.
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Repeat until all initials fields are placed and assigned for each signer

Step 5: Send for Signature
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Once all signature and initials boxes have been added, click Save & Share.
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Dotloop will auto-populate signer details based on the fields you assigned.
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Click Share to send the document for signatures.
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Click Done to finish.
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The document status will update to Waiting on Others.
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Once all signers have completed, the status will change to Signed.
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