The dotloop document editor has many features and functionality. In addition to field options you also have the ability to use advanced functions, such as grouping fields and utilizing labels to make your document Autofill.
From the templates section of your account, navigate to the document you wish to set up. Once within the document, you can add fields from the ADD menu.
After adding a text field you can select what information from loop details should Autofill in that field. Select the field and then CLICK TO LABEL FIELD. This function can be used on most interactive fields placed on documents.
We will be guided to the Label field window, where we can navigate as well as search for the proper label. After selecting the field and hitting apply, the field is now set up to Autofill that information when added into a loop.
An advanced field menu can be used to set field positions and size by X,Y coordinates and pixels. Text fields can be made read only to prevent editing after information is entered.
Signature and initial fields can be assigned to any role in a loop! Select the appropriate party for each signature and initial field on the template to automatically assign those fields once a document is autofilled from within the loop.
When multiple users are required to sign only once, signature and initial fields can be grouped to prevent double signing. In this example, the buyer signature fields have been selected by holding shift and clicking both fields. The "Group" icon is now visible in the top menu bar. Once grouped, the signature fields are outlined in black to indicate their grouping.
After fields are grouped, an additional option in the advanced menu can be used known as DON'T AUTO ASSIGN INDIVIDUALS TO THIS FIELD. This option prevents specific names from populating in the fields once assigned to a user. Instead, the field will only reflect the role it is assigned to while still allowing the user to sign.