Within every loop is the compliance review notes center. This allows you to open lines of dialogue between people in the loop, allowing you to send a note to either a single person, or groups of people. We can access our loop notes either from the loop, or within documents. This feature is a powerful tool to keep on track of your notes within a loop! Also, any notes you've sent during the sharing of a document will be recorded here as well, and dotloop will even note which documents the notes were sent from!
The compliance review notes center is your central hub for all notes within a loop. Here, every note is recorded, whether it be from a note from within a document, within the loop, or a note sent during a share. To access the compliance review notes center, click on the note icon.
Here we can see any notes that have already been sent. All conversations are separated by tabs on the left side of this window. Clicking on a tab will show the conversation history with that person, or group of people.
From this screen, you can type and send a reply to the conversation chain you have chosen by typing in the text input box. To send the message click SEND, or, if you have the option enabled, using the ENTER/RETURN key on your keyboard will send messages.
To start a new note chain, click on NEW NOTE at the top.
You will now be presented with everyone that is in the loop. Select one, or multiple, people by clicking the box to the left of their name, and then typing a note to notify them!
Aside from the compliance review notes center, you can also send notes directly from a document. This will make note that the note is attached to that specific document, directing the recipient to that document. We can accomplish this either within the loop, or within the document.
To send a note while in the loop, click on the note icon to the right of the document name
While within a document, you will find under the MORE tab, the REVIEW NOTES option.
Within any email sent by dotloop, you can quickly send a note to the person who sent you the email. This will notify that person in their loop and send them an email in reply, as well as record the note in the message center of the loop! To accomplish this, simply click reply to the dotloop email and type your note. When you send the email, the recipient will receive the note. It's that easy!
Notifications are reminders for your loop. These can be a notice that someone has signed a document, you have a document to review, etc. To access these notifications, click on the flag icon next to the notes icon. When this icon is red, you have a notification to review.
Any new notifications that require your attention will be highlighted in yellow.
Your notifications will clear as you complete the actions required by the notification. If you want to view all of your notifications click on VIEW ALL ACTIVITY. This will direct you to your activity log.