One of the first things you'll need to do after creating a loop is to add documents.
When in your loop, navigate to the folder you wish to add a document to and click the Add Document button. This will present you with 3 options to choose from.
Add documents from Templates
Choosing to add documents via templates will present you with a window showing your documents available in the templates section of your profile. The folders will be displayed on the left and will mirror the folders in the templates section of your account. Once you click on one of these folders it will display the documents within that folder on the right. Each document will have a checkbox on the left that you can click on to select it (you can select multiple documents within multiple folders). Once you have selected your template choices, click the Copy button on the bottom of the window.
Add documents from your computer
The Browse option will allow you to upload PDF documents from your computer into your loop. Selecting this option will open a window that displays the files on your computer, allowing you to select a document to add.
Add documents via email
Selecting the Email option will present you with the email address of the loop. You will see an email address and a button labeled Copy to clipboard, which will copy the loop upload email address to your clipboard for you. Locate your email containing a PDF attachment that you wish to add to the loop, choose to forward that email, and send it to the email address we have already copied for you(by pasting it into the TO: field). Once you have sent the email, dotloop will return an email once it is received, letting you know the status of the upload. Once successful, reload your loop and the document(s) will be uploaded and waiting for you.
Drag and drop a document into the loop
You can drag and drop a document from your computer directly into the area with the 3 upload options.