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 appear to help you when splitting and naming the
documents. You can scroll through the
document to see what page the document starts on and ends on. See below:
You will see the split documents in your folder:
Moving the documents to the required placeholders
Click on file, hold the mouse key down and drag it to the placeholder and place it on top of an unsigned document to update with the new document. If you drag the document to a placeholder that already has that document, you will see “Replace” – click on “Yes” to replace the old with the new. See “Dragging & Dropping, Archiving & Renaming files or folders.
Cannot split the document
When you open the document you want to split & the “Split Document” is grayed out:
-Click “Download” to download the
document.
-Re-add it to your folder by clicking on “ADD
DOCUMENT” and drag it from our download folder or desktop back to the
folder.
-Once re-added – click “File” & “Split Document” and follow the above
instructions for splitting.
Please reach out the Support Team if you need assistance or have any questions:
Phone: 727-914-9174
Email: support@daltonwade.com
Hours: Mon. – Fri. – 9am-7pm & Sat.
& Sun. – 12pm-5pm
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