Adding Files to Template Folders

Adding files to folders in the Templates section of your account allows you to set up and organize documents to be easily copied and reused in new loops.

There are two ways to add files to Template folders:

• Upload from computer - You may upload any pdf from your computer to your personal folder or any other folder you create. 
• Copy from another template folder- If your dotloop account is connected to your brokerage or association, you may already see folders with documents offered by them in the Templates section. You may copy any of these documents into your own folders for custom organization.

Upload from Computer

Step 1: Navigate to the Templates section of your account

Click the icon second furthest from the right at the top the page to take you to the templates section.

Step 2: Click on the folder that you like to upload files to

Folders are listed on the left side of your screen, underneath the Documents section.

If you would like to create a new folder to upload a document, see this article.

Step 3: Click the Browse option

If the folder is empty, you will see two options to add files appearing as two blue rectangles. Click the one on the right for Browse.

If the folder already has documents in it, click “Add a Document” to the right of the folder title, then click Browse.

Step 4: Select the files you would like to add to dotloop from your computer folder

The document must be a .pdf file type. Find the file on your computer menu and click the Open button.

Step 5: The documents will be available in your template folder

The files will appear with the titles they have on your computer. Click on the title to view a document or click on the overflow icon (3 vertical dots) to rename a file.

Note:

• You can upload multiple documents at once.
• You can apply templates and/or add fields to documents uploaded into your PDF.
• You can assign fields and signatures to your PDF.
• See this article to learn more about setting up interactive documents.

Once documents have been added, you can change the manner in which they are sorted by clicking the white down arrow to the right of New Folder, and select to sort by Date Added, Alphabetical, or Last Updated. Within this drop down you may also download all documents within the folder, or delete the folder.

Copy from Another Template Folder

Step 1: Navigate to the Templates section of your account

Click the icon second furthest from the right at the top the page to take you to the templates section.

Step 2: Click on the folder that you like to copy files from

Folders are listed on the left side of your screen, underneath the Documents section.

If you would like to create a new folder to upload a document to, see this article. 

Step 3: Check box the documents that you would like to copy

Click the box to the left of the document’s title to select.

Step 4: Click Copy To

The “Copy to” link appears to the right of the folder title.

Step 5: Select “copy as a dotloop document” or “copy as a flat PDF”

“Copy as a dotloop document” - keeps the documents fillable in the new folder.

“Copy as a flat PDF” - the document fields will be flattened, similar to a printed piece of paper.

You can still edit the document later either way.

Step 6: Click the To Templates button

To Templates is the button on the left of the Make a copy window.

Step 7: Choose the template folder you would like to add the documents to

Click on the circle to the left of a folder name to select it.

If you would like to create a new folder to upload a document to, click “Create a Folder” in the window.

Step 8: Click Copy

Click the Copy button at the bottom right of the window. Once the files are finished uploading, click OK. The documents you selected will now be available in the destination folder.

Note: You can copy documents from multiple template folders into another folder by repeating the steps.