Loop Templates allow Business+ users to control the people, documents, and task lists that are auto-added when loops are first created. These loop templates also allow you to dictate what information or which documents are required before an agent can submit for review. This saves your agents time during loop creation and saves the office staff valuable time during the review process.
In order to start using your loop templates, first navigate to the templates section in your global navigation bar and click LOOP TEMPLATES on the left, then click TRY IT OUT.
Begin by naming your loop template, and choosing the Transaction Type. We will want to choose the type that best suits the type of loop we are setting up. Ensure that this selection is correct though, as we cannot change it later.
By default, loop templates are disabled when they are created. This gives admins the chance to fill them out until satisfied, and then enable them when ready. Loop templates can be renamed, deleted, disabled, and enabled by any Business+ admin.
Add folders and documents to the loop template by clicking ADD FOLDER and naming your new folder.
Clicking ADD DOCUMENT will pull up your templates, allowing you to add documents to your folder, the same as you would during transactions.
Clicking SET WORKFLOW will allow you to choose which workflow this folder defaults to when the agent submits it for review.
If you need to add people to your loop template, simply click ADD PEOPLE. You will be prompted to enter their full name, email address, and to select their role. These people must be dotloop Premium members, and will appear in each loop created with this template. Anyone added to the loop template will appear in each loop created that utilizes the template, thus adding each loop to that person's account when an agent creates their loop with this template.
The ability to set default roles in your loop templates is very powerful. You can add new roles as needed, and you can make fields pertaining to that role required when the agent submits for review. These roles can also now be used for assigning people to document templates as well!
Loop fields allow you to truly customize the loop template to your liking. The VIEW DETAILS page can be manipulated from this portion of loop templates. You can add sections to the view details page simply by clicking ADD SECTION, as needed. You can add fields to each section by first clicking on the section title, and then clicking the ADD FIELD option. Similar to "Roles", you can make these fields required when submitting for review. Perhaps the most useful part of the Loop Fields section is when using it in conjunction with documents - mapping your newly added fields to your documents!
This can be found here: How To Create Interactive Documents
After you have completed setting up your loop template, click the "Save" button.
Once your loop template is set up we can enable it. This can be done initially by clicking the ENABLE button on the banner across the top.
Alternatively, you can enable (or disable) the loop template by clicking on the menu icon to the right of the loop template's name.
In this menu you will also notice an option that says MAKE GLOBAL AND HIDDEN. What this option does is makes a global loop template, meaning any new loop template you create that has the same transaction type will clone this loop template. This loop template however will not appear for your agents as an option, but if an agent creates their new loop without selecting any of your visible templates, and then selects the transaction type of the global and hidden loop template, the template will be implemented automatically into that agent's loop.
The last option for enabling loop templates is located in your MY ACCOUNT section. Navigating here in your admin profile, and scrolling to the bottom of the page, you will see an option you can enable in regards to loop templates: REQUIRE LOOPS TO USE A LOOP TEMPLATE.
Your agents utilize loop templates by clicking the title of the loop template on the Create a loop window, provide the name for the loop (as usual), and click the CREATE LOOP button on the bottom right of the window. They are now working out of a loop you have completely customized, using Loop Templates!
Comments
0 comments
Article is closed for comments.