One of the first things you'll need to do after creating a loop is add documents.
Once inside your loop, the first section listed is Documents. There are three blue boxes representing the 3 options for adding documents to your loop:
- Add from Templates
- Browse your computer to upload a PDF
- Send via email attachment
If there are already documents in the Documents section, click the Add Document link to the right of the folder name. The 3 options for adding documents will appear.
Click the first blue box in the Documents section that reads "TEMPLATES - Add an interactive form by selecting one from templates".
Choosing to add documents via Templates presents you with a window showing 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.
Click on one of these folders to display the documents within that folder on the right. You may also use the search bar to search for a document title. Check the box to the left of a document 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.
If you don't have any Template documents available, you can learn to add them here.
Click the second blue box in the Documents section that reads "BROWSE - Search and add any PDF from your computer into this folder".
Selecting this option opens a window that displays the files on your computer, allowing you to select a document to add. After clicking Open, the PDF file will upload to the loop.
Click the third blue box in the Documents section that reads "EMAIL - Attach the files you need to an email and send them directly into this folder".
Selecting the Email option presents you with the email address of the loop. Click the Copy to clipboard button. This automatically copies the address for you.
Using any email service, locate an email containing a PDF attachment that you wish to add to the loop. Forward that email to dotloop by pasting into the TO: field.
Once you have sent the email to dotloop with a PDF attachment, dotloop will return an email once it is received, letting you know the status of the upload. If the status is successful, reload your loop and the document(s) will be uploaded and waiting for you.