Within a loop you have the ability to add in new contacts, as well as edit existing contacts. There are a few ways to accomplish adding these new contacts to your loop, follow the steps below.
- Adding and editing contacts in the loop
- Adding contacts within a document
- Adding contacts while sharing
Adding and editing contacts in the loop
Step 1: Tap on the name of the loop you would like to open
If you would like to edit or add a person within a specific loop, begin by opening the loop.
Step 2: Tap on the People icon at the top of you screen
There are multiple “tabs” along the top of your loop. The people icon will be the second to the right, after documents.
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 name, email and select their role. You also have the option to send a notification email by checking ‘Notify Person’.
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.
Step 6: To edit a person, tap on the name of the person you want to edit
If you have already added someone to the loop and you need to edit their information, tap on that person.
Step 7: 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 8: Type or make new selections for this person
In editing mode you can remove and add new information or change their role.
Step 9: 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.
Adding contacts within a document
Step 1: Tap on the name of the document you would like to open
If you would like to edit a person that you’ve already added to a document in a loop, open that loop and tap on the document name.
Step 2: Tap on the pencil in the top right to begin editing
In order to start editing the document, tap on the pencil in the bottom right corner.
Step 3: Tap on a signature or initial field
Tapping on a signature or initial field will activate the ability for you to assign the field.
Step 4: Tap on the clipboard icon in the top right
Tap on the clipboard icon in the top right corner to change who should have access to that particular signature or initial field. From this window tap ‘Choose a specific person’.
Step 5: Tap on the plus sign in the bottom right
If the person you would like to assign this field to is not already listed, you can add them by tapping the plus sign in the bottom right.
Step 6: Type in the details for this person
On this page, add their name, email and select their role. You also have the option to send a notification email by checking ‘Notify Person’.
Note - type the full name of the person you are adding, as it should appear on the signature lines of your documents.
Step 7: 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.
Adding contacts while sharing
If you are sharing a document and wish to add an additional person to view or edit the document in private, you can do so from the share window.
Step 1: Tap on the name of the loop you would like to open and share documents from
Once you open the loop you will see your documents.
Step 2: Decide which documents you are going to share
If you need to share multiple documents, tap on the paper icon to the left of each document. Once you have your documents selected, then tap on the paper airplane icon in the top right.
If you need to share an individual document, then tap on the three vertical dots to the right of the document and choose share.
Step 3: Tap on the add a person icon in the bottom right
If you need to share the document(s) to someone not already listed, tap on the add person icon in the bottom right.
Step 4: Type in the details for this person
On this page, add their name, email and select their role. The last option will be to set their document access.
View Only - View only will allow the recipient to only view the document. They cannot sign this document, they cannot make any changes to it.
Can Sign - This is the permission you'll be using when you only need to have your recipient complete fields assigned to them. Can sign will allow the recipient to view the document and also dotloop will walk them through their assigned fields, making an intuitive experience for the recipient to sign and/or initial the document(s), as well as fill out any additional fields you have assigned to them, such as text boxes, date boxes, check boxes, radio buttons, etc. Also, this permission will notify you and send the signed document back to you automatically after the recipient clicks the 'Complete Signing' prompt.
Can Fill & Sign - This permission is for documents you need filled out and signed, but you don't want the recipient to actually alter field sizes or add fields to a document. A Seller's Disclosure is a good example of a document that would be sent with this permission. We will walk the recipient down the document to each blank field and request their input, including initials/signature.
Can Edit In Private - Can edit in private should only be used with other professionals familiar with dotloop. When you pull a document out of templates, or upload a document into your loop, you automatically have Can edit in private permission. That is the highest permission for a document, meaning you can change whatever you want on it (everything tracked of course in dotloop), alter field size, delete or place additional fields, and fill out anything you want. Any changes made to a previously signed document by design will wipe out signatures ensuring no one is agreeing to term edits made after signatures were placed. This permission is ideal when sharing with co-op agents using dotloop.
You also have the option to send a notification email by checking ‘Notify Person’.
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.
Step 6: Tap on the paper airplane icon in the top right to share
To share the document to anyone that you have selected or added, tap on the paper airplane icon in the top right corner.