Assigning signatures is crucial for sharing your documents to others to be signed. Signature assignments is what dotloop uses to prompt your clients and colleagues to sign once they receive and open a document (See this article to learn more about the client signing experience).
Signature fields in documents can be assigned one of two ways. If your document is an interactive document that has been properly set up to autofill, you can assign fields automatically using the Autofill window. These interactive documents are provided either by your company, association, or are set up by you. They may be automatically added to a loop if you choose to use a loop template, or you may import them into the loop from the Templates section. Otherwise, you can manually add and/or assign signatures to specific roles or people using Doc Editor.
Open a document in a loop by clicking the document title in the Documents section. Follow the steps below- be sure to click on each step to read more.
- Anyone: means that any person at any time can sign in this place regardless of role
- No One: means that no one can sign in this place at any time regardless of role