Copying documents can be useful to move a document from one loop to another, or to another folder within the same loop. We can also copy documents into our templates as well!
From the documents section of your loop, click on the three grey vertical ellipses at the far right to access the document options and select 'Make A Copy'.
After clicking 'Make A Copy' you will have the option to copy the document as an interactive form or a flat PDF with no interactive fields. A dotloop document is an exact copy of the document that will retain all of it's information, signed fields, and interactive fields. A flat PDF is taking all the information on the document and flattening it permanently on the document, almost like printing or scanning the document.
We will now be taken to the next screen where we can search for the loop we wish to copy the document to. You have the option to either browse through your loops or to utilize the search bar at the top to narrow your results.
Once we have selected our loop we can now see the folders within it. Select your folder and hit Copy and you will have successfully copied the document!
To copy multiple documents at once to a loop, start first by checking the check boxes to the left of each document you wish to copy. You will now see the option to 'Make A Copy' appear at the top right of your document list. Click on 'Make A Copy' and then follow the additional steps listed above.
- If you wish to copy documents from one folder to another within the same loop, simply follow this process: select the same loop you are working in, then select the folder you are copying to. Once complete you can archive the original document.
- Copying a document as a 'dotloop document' will keep the document interactive. It will retain all information and signed fields after the copy. Choosing copy as a flat PDF will flatten all information onto the document. This is the equivalent of printing and scanning the document.
- Copying a document as a flat PDF is a great way to add additional fields to locked templates.