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

1. Open your loop.

2. Scroll to the People section.

3. Click Add Person.

4. Enter the signer’s name and email address.

   • ⚠️ Each signer must have their own unique email address.

5. Select their Role (e.g., Seller, Buyer).

   • Make sure your role is set correctly (Listing Agent, Buyer Agent, etc.) if you will also be signing documents such as a Listing Agreement or Lead Paint Disclosure.

Step 2: Open the Document

1. In your loop, click Add Document to open the PDF you want to prepare for signatures.

Step 3: Add Signature Fields

1. Click Add Signature.

2. Drag and place the signature box on the correct signature line.

3. Click Assign Field and select the appropriate signer from the dropdown list.

4. Repeat for each additional signer.

Step 4: Add Initial Fields

1. Click Add Initials.

2. Drag and place the initials box on the appropriate line.

3. Click Assign Field and select the signer.

4. Repeat until all initials fields are placed and assigned for each signer

Step 5: Send for Signature

1. Once all signature and initials boxes have been added, click Save & Share.

2. Dotloop will auto-populate signer details based on the fields you assigned.

3. Click Share to send the document for signatures.

4. Click Done to finish.

• The document status will update to Waiting on Others.

• Once all signers have completed, the status will change to Signed.

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