Adding Documents to a Loop
One of the first things you'll need to do after creating a loop is add documents. You will have the option to add documents from your templates, computer, or by email. Once you add a document to your loop it cannot be deleted, only archived.
Step 1: Find the Documents section
Once inside your loop, the first section listed is Documents. There are three blue boxes representing the 3 options for adding documents to your loop:
If you're practicing with a test loop, try uploading a document using each method.
If you are using a loop template, you may see some documents are already in the Documents section. In that case, click the Add Document link to the right of the folder. The 3 options for adding documents will appear.
Step 2: Add documents from Templates
Click the first blue box in the Documents section that reads "TEMPLATES - Add an interactive form by selecting one from templates".
Choosing to add documents via Templates presents you with a window showing documents available in the Templates section of your profile. The folders will be displayed on the left and will mirror the folders in the templates section.
Click on one of these folders to display the documents within that folder on the right. You may also use the search bar to search for a document title. Check the box to the left of a document to select it (you can select multiple documents within multiple folders). Once you have selected your template choices, click the Copy button on the bottom of the window.
If you don't have any Template documents available, don't worry, you'll learn how to create those in a later lesson. You may skip this step for now and continue by uploading a PDF from your computer.
Step 3: Add documents from your computer
Selecting this option opens a window that displays the files on your computer, allowing you to select a document to add. After clicking Open, the PDF file will upload to the loop.
Step 4: Send documents to the loop via email
Selecting the Email option presents you with the email address of the loop. Click the Copy to clipboard button. This automatically copies the address for you.
Using any email service, locate an email containing a PDF attachment that you wish to add to the loop. Forward that email to dotloop by pasting into the TO: field.
Once you have sent the email to dotloop with a PDF attachment, dotloop will return an email once it is received, letting you know the status of the upload. If the status is successful, reload your loop and the document(s) will be uploaded and waiting for you.
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