Printing E&O Certificate
On your main Dotloop screen:
- Navigate to "Templates" at the top.
- Scroll to "Office-Training Materials" (on the left).
- Click on the "E&O" certificate.
- Select "FILE" and choose "Print" or "Download."
**Adding E&O Certificate to a Loop:**
Open your loop:
- Click on "ADD DOCUMENT" to the right.
- Scroll to "Office-Training Materials" (on the left).
- Check the box next to "E&O" certificate.
- Click "COPY" to add it to the loop.
For questions or assistance, contact Dalton Wade Support:
- Mon. – Fri. 9 am – 7 pm
- Sat. & Sun. 12 pm – 5 pm
- Phone: 727-914-9174
- Email: support@daltonwade.com
How to print the E & O Certificate:
On your main Dotloop screen:
-Click on Templates at top of page.
-Scroll to the Office-Training Materials (on left).
-Click on the "E&O" certificate
-Click "FILE" & "Print" or "Download"
How to add the E & O Certificate to a loop:
Open your loop:
-Click on "ADD DOCUMENT" to the right of loop.
-Scroll to the Office-Training Materials (on left).
-Place a check in the box next to the "E&O" certificate
-Click "COPY"
-The E&O Certificate will be added to the loop.
Please reach out to Support with any questions
or if you need assistance.
Dalton Wade Support
Mon. – Fri. – 9am – 7pm
Sat. & Sun. – 12pm – 5pm
Phone: 727-914-9174
Email: support@daltonwade.com
Please note: TN requires each individual agent get their own E&O policy.
https://www.risceo.com/states/tennessee/