The contacts section of your account is your personal address book. The first time that someone is added to a loop, dotloop will automatically add them as a contact here. However, once a person is added to your contacts, you will need to navigate to this section to modify them. This section allows a contact to be quickly added to a loop once you begin typing their name or email address in the "add person screen" in a loop.
Add a person
Step 1: Tap on the three horizontal lines in the top left corner
From the loops homepage tap on the three horizontal lines in the top left corner.
Step 2: Tap on People
Tap on People.
Step 3: Tap on the plus sign in the bottom right of your screen
To add a person to the loop you will tap on the plus sign in the bottom right corner and then choose to ‘Add People to Loop’.
Step 4: Type in the details for this person
On this page add their first name, last name, email, and select their role. You do not need to have all of this information to add a person and you can always add more information or details later.
Note - type the full name of the person you are adding, as it should appear on the signature lines of your documents.
Step 5: Tap on the check mark in the top right corner to save
Now that all of the details for this person have been added, tap on the check mark in the top right to save and add this person to the loop.
If you need to add another person to the loop, now or later, repeat steps 1-5.
Edit a person
Step 1: Tap on the three horizontal lines in the top left corner
From the loops homepage tap on the three horizontal lines in the top left corner.
Step 2: Tap on People
Tap on People.
Step 3: Tap on the name of the person you want to edit
If you have already added someone to the People section or to a loop and need to edit their information, tap on that person.
Step 4: Tap on the pencil in the top right to begin editing
In order to start editing, tap on the pencil in the top right corner.
Step 5: Type or make new selections for this person
In editing mode, you can remove and add new information or change their role.
Step 8: Tap on the check mark in the top right corner to save
Now that all of the details for this person have been added or edited, tap on the check mark in the top right to save and add this person to the loop.
Call, text or email from People
Step 1: Tap on the three horizontal lines in the top left corner
From the loops homepage tap on the three horizontal lines in the top left corner.
Step 2: Tap on People
Tap on People.
Step 3: Tap on the name of the person you want to contact
If you have added a phone number or email address for this person then you can tap on the contact information to begin composing an email, text message, or make a phone call.