How to Split Documents in Dotloop

How to Split Documents in Dotloop

Sometimes multiple contracts, disclosures, or other transaction documents are combined into a single PDF.

Dotloop allows you to split these files into individual documents so they can be organized and placed into the appropriate transaction folders or required placeholders.

How to Split a Document in Dotloop

Step 1: Open the Document

  1. Log in to Dotloop.

  2. Open the appropriate transaction loop.

  3. Locate the document you want to split.

  4. Click the document to open it.



Step 2: Select Split Document

  1. In the document editor, click File.

  2. Select Split Document from the menu.



Step 3: Identify the Page Ranges

  1. Review the pages of the combined document.

  2. Determine where each individual contract, disclosure, or form begins and ends.

  3. Use the page numbers to identify the correct sections.

For example, if you have a nine-page PDF containing two documents:

  • Pages 1–5: Purchase Contract

  • Pages 6–9: Property Disclosure

You would separate these into two individual documents.

Step 4: Label and Split the Documents

  1. Assign the appropriate page ranges to each document.

  2. Enter a descriptive name for each separated file.

  3. Review the page ranges to make sure no pages are missing.

  4. Click Split Document.

  5. Click Done to finish.



Step 5: Verify the Separated Documents

Return to your transaction folder and confirm that the newly separated documents appear individually.

Open each document to verify that:

  • All pages are included.

  • The documents are correctly separated.

  • Existing signatures and information remain visible where applicable.

Moving Split Documents to Required Placeholders

After splitting your documents, you may need to move them into their designated placeholders.

  1. Locate the separated document in your transaction folder.

  2. Click and hold the document with your mouse.

  3. Drag it over the appropriate required placeholder.

  4. When Replace Document With appears, release your mouse.

  5. Confirm that the correct document has been placed into the placeholder.

For additional instructions, see How to Replace a Document or Placeholder in Dotloop.

What If the Split Document Option Is Grayed Out?

If Split Document is unavailable, you may be able to create a new copy of the document and split that version instead.

  1. Download the document to your computer.

  2. Return to your transaction loop.

  3. Click Add Document in the appropriate folder.

  4. Upload the downloaded file.

  5. Open the newly uploaded document.

  6. Select File → Split Document and follow the instructions above.

Important: Downloading and re-uploading a document may affect interactive fields, electronic signatures, or the associated signing history. Verify the document's integrity before using the new version for compliance purposes. Re-uploading also may not resolve every restriction on splitting.

If you're unable to split the document within Dotloop, see How to Split PDF Documents Before Uploading to Dotloop for an alternative method.

Before Submitting for Compliance Review

Once the documents have been separated:

  1. Confirm each document is in the correct folder or required placeholder.

  2. Verify that all required pages, signatures, and initials are present.

  3. Archive unnecessary duplicate or unsigned copies when appropriate.

  4. Click Submit for Review to send the appropriate folders to Dalton Wade's Compliance Team.