Additional DotLoop resources

• Related Articles

• Creating Your First Loop

  A loop is an online workspace that allows you to interact with your clients, as well as other agents within dotloop. We suggest creating only one loop per transaction and address. Step 1: Return to your Loops page If you have just completed the ...

• Working with Interactive Documents

  The dotloop Document Editor in a loop is where interactive documents are prepared for sharing and signing for a particular transaction. There are many features offered in the loop document editor including autofill and signature/initial assignments ...

• Sharing a Loop

  Remember, documents are always private until shared. After selecting documents to share, you will decide how recipients interact with those documents by selecting a Share Permission. Documents can be shared individually or in groups. To share ...

• Set Up a Flat PDF in a Loop

  The dotloop Document Editor in a loop is where interactive documents are prepared for sharing and signing for a particular transaction. It is also where flat PDFs/non-interactive documents can be made into interactive documents within a loop. There ...

• Entering Account Info and Adjusting Your Settings

  Step 1: Click My Account in the profile selector menu To access the My Account section of your account, click on the profile selector menu at the top of the page. In the dropdown menu, click the My Account link. Step 2: Add account photo Under ...