When working on a transaction in Dotloop, you may need to replace an existing document or a required document placeholder with a completed or updated file.

Dotloop allows you to do this using its drag-and-drop replacement feature.

Important: Before using this method, the replacement document must already be uploaded into your transaction loop.

Step 1: Upload the Replacement Document

1. Log in to Dotloop.

2. Open the transaction loop containing the document you need to replace.

3. Navigate to the appropriate document folder.

4. Click Add Document.

5. Select Computer to upload the replacement file from your device.

6. Choose the document and complete the upload.

Your new document should now appear in the loop alongside the existing document or placeholder.

Step 2: Drag the New Document Over the Existing Document

1. Locate the newly uploaded document.

2. Move your cursor over the document until it changes to a four-way arrow.

3. Click and hold your mouse button.

4. Drag the new document directly over the existing document or placeholder you want to replace.

5. Look for the message “Replace Document With” to appear.

6. Once the replacement message appears, release your mouse button.

Important: Make sure the replacement message appears before releasing your mouse. Dropping the document between other documents may simply move or reorder it rather than replace the intended document.

Step 3: Verify the Replacement

After completing the replacement:

1. Locate the document in its designated folder.

2. Open it to confirm that the correct file is now displayed.

3. Verify that all pages are present and legible.

4. Confirm that any required signatures or initials are included.

5. Check that the document is in the correct folder for compliance review.

Important: Compliance Review

If you're replacing a document that was previously submitted for compliance review, check the folder's submission status afterward.

If the folder needs to be reviewed again, click Submit for Review and submit the applicable folder.

Replacing a document does not guarantee that the Compliance Team has received the updated version for review.

Additional Resources

For more information about moving and replacing documents, visit:

Dotloop: Reorder Documents Using Drag and Drop

For questions about Dalton Wade's compliance requirements, contact support@daltonwade.com.