Splitting Documents in Dotloop

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:


Once the documents are labeled with the page numbers – click on “Split Document” & “Done” - you have successfully split the document:


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

 




    • Related Articles

    • How To Submit Documents in Dotloop for Our Tennessee Agents

      Tennessee MLS currently doesn't connect to Dotloop with interactive forms like most other MLS groups. Because of that, you will need to fill out forms in the Transaction Desk (through MLS) and then upload them to Dotloop, where you can submit your ...
    • 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 ...
    • Submitting Dotloop documents for review

      Check out this video on how to submit your Dotloop documents for review.
    • Updating Personal Information in Dotloop Profile

      Updating Your Dotloop Profile 1. Log in to Dotloop. 2. Navigate to "My Account" (located at the top right with your initials or photo). 3. Click on "My Profile." 4. Update your information, including password, photo, phone number, and email. 5. Click ...
    • Referral Paperwork Step-by-Step Process

      Here is the step-by-step process you need to take to complete your referral paperwork and then submit it through Dotloop to compliance to get paid and have your paperwork reviewed. First click "+ Loop" at the top right of the page after logging in: ...