Adding Signatures & Initials to a Document

Adding Signatures & Initials to a Document



When a document is uploaded to a loop that was not auto-filled through Dotloop and is a PDF, the signature & initial fields need to be added manually.  Here are the instructions on how to add signature and/or initial fields as well as send for signature.

Open your loop -

People Section:
-Scroll to the “People” section:

Click “Add Person”:
-Add the person who will be signing & their email address – NOTE: each signer must have their own email address!
-Select their “Role” (seller, buyer, etc.) – this is important for assigning the signature/initial boxes.
*Ensure your role is selected as “Listing Agent” or “Buyer Agent” if you will be signing (Listing Agreement, Lead Paint Disclosure, etc.).



 Open Document:

-Click “ADD”



Adding Signature Box:

-Click “ADD SIGNATURE”:



-Place the signature box on the line for the person signing:


-Click “Assign Field” and choose the person who will be signing from the drop down:



-The field will be now be assigned to the person signing:



-Repeat the steps above if there is a 2nd person signing.
-Once complete, see “Sending for Signature” below.

Adding Initials Box:

-Click “ADD INITIALS”:



-Place the initials box on the line for the person initialing:

-Click “Assign Field” and choose the person who will be initialing from the drop down (see above):


-Add initial boxes for each signer by repeating the above steps until all signature and initial boxes are added to the document.

Sending for Signature:

-Once document is complete & all signature & initial boxes have been added – click “SAVE & SHARE”:


-Dotloop will auto-populate the signer(s) based on assigning the fields/boxes for signature & initials as well as the number of fields assigned to each signer.
 -Click “SHARE” – the document will be sent for signature & initials.
 -Click “DONE” . 



-Document status will state “Waiting on Ohers”.
 -When document is signed the status will change to “Signed”.

 

Questions?  Need help?  Reach out to our Support Team:

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