Archiving/Unarchiving documents and folders

FYI you can not archive required documents without help from admin

1. Log into Dotloop

2. Open loop which you wish to work in

3. To archive documents or folders, locate the file or folder you wish to archive

4. Click on the three dots to the right of document or folder name to access the drop down menu

5. If a document or folder is able to be archived the word archive will appear in blue. If not it will appear in grey and you will need help from admin/support (support@daltonwade.com)

6. Simply click the blue archive button and you’re all set. Folder or document will be archived and hidden from view.

Unarchiving…

7. To view archived folders and documents click the show archived button near the top right of your screen

8. Archived files and folders will show up in light grey rather than black

9. Click the three dots to the right of the file or folder name to see the drop down menu as you did to archive initially

10. Click unarchive

​

• Related Articles

• Dragging & Dropping, Archiving & Renaming Documents & Folders

  Before you submit your folder for review to the Compliance Team, you can prevent unnecessary documents, unsigned documents, or multiple copies of a document from being returned by doing some file clean up prior to submission! Dragging & Dropping ...

• Submitting Folders/Documents for Review

  When your documents are signed, including the DW required forms and addenda, you are ready to submit the folder to the Compliance Team for review. Contracts, Listing Agreements & Addenda are required within 48 hours of execution. Note: The Compliance ...

• Splitting Documents in Dotloop

  To split documents apart to move to the correct placeholders in the folders, click on the document to open it: Once open – click on “File” and “Split Document”: Split document by the # of documents that were merged together. The # of pages will ...

• Dotloop – Why Were My Documents Returned?

  Dotloop – Why Were My Documents Returned? When agents submit their completed & signed documents/folders to the Compliance Team for review and a Compliance Team Member returns documents or folders, the notes are provided to the agent as to why they ...

• Adding Documents & Forms to Your Loop

  Dotloop offers several ways to add documents to your loop. Below are the instructions for each. Click on “ADD DOCUMENT” to the right of the folder: 1. TEMPLATES Option: The Templates library will open (all of the documents/contracts/forms available ...