Technology Help With Dotloop & BoldTrail (formally Known As KvCORE) | Creating/Editing Loops

Creating/Editing Loops
Adding Documents & Forms to Your Loop
Dotloop offers several ways to add documents to your loop. Below are the instructions for each. Click on “ADD DOCUMENT” to the right of the folder: 1. TEMPLATES Option: The Templates library will open (all of the documents/contracts/forms available ...
Dotloop – How To Change/Update Your Loop Name
Dotloop – Change/Update Your Loop Name **It is highly recommended you add the address to your loop (especially for referrals). It is okay to start your loop with your client names and then add then the address to your loop once your clients are under ...
Dotloop: Purchase loop guide
Dotloop: Create/Add a Loop
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 ...
Adding a document to a loop
Replacing a document in Dotloop

Technology Help With Dotloop & BoldTrail (formally Known As KvCORE) | Creating/Editing Loops | Knowledge Base