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 are many features offered in the loop document editor including autofill and signature/initial assignments that prompt your clients to sign.
This article covers making a PDF in a loop interactive. To learn how to work with interactive dotloop documents (documents that have already been set up) in a loop, check out this article.
Open a PDF document in a loop by clicking the document title in the Documents section. This might be a document that you have uploaded to the loop from your computer, for example. Follow the steps below- be sure to click on each step to read more.

- Save
- Download
- Split document (must be done before any interactive fields are applied)
- Rotate a document (must be done before any interactive fields are applied)
- Review Notes
- Show Tasks
- Document History
- Host in-person Signing

- They are legally binding and carefully recorded with time stamps and dates.
- Signatures must be assigned to a specific role or person to prompt the signer to sign once the document is shared.
- They are legally binding and carefully recorded with time stamps and dates.
- Initials must be assigned to a specific role or person to prompt the signer to sign once the document is shared.
- Can be assigned to a specific role
- Can change font type, size, alignment, color, highlight, and transparency
- Formatted as MM/DD/YYYY
- Can change font type, size, alignment, color, highlight, and transparency
- Can change font type, size, alignment, color, highlight, and transparency
- Can be assigned to a specific role
- Can be assigned to a specific role
- Must be in a grouped pair of no fewer than two radio buttons
- Can be assigned to a specific role


- Anyone: means that any person at any time can sign in this place regardless of role
- No One: means that no one can sign in this place at any time regardless of role
- If any field is assigned to a specific person, only that person will be prompted to sign.

- If both signatures are assigned to the role of the seller, but ungrouped, the first seller will be prompted to sign in both places.
- If both signatures are assigned to role of the seller and grouped together, the first seller will only be prompted to sign in the first signature field.

