Within your dashboard account you can quickly and easily upload forms to be set up as interactive templates. We have provided all the tools to accomplish this right from your admin profile!
Submitting your documents to be made interactive by dotloop is easier than ever. To start, navigate to the templates section of your admin account.
From here you can upload your documents into the docspot folder and make sure they are ready to be made interactive. If you need to rotate, split or rename them, do so before submitting.
IMPORTANT: You must submit only ONCE. Submitting multiple times will cause your request to be reset in the queue. Make sure you are only submitting when you have all of your documents ready.
If you need to add more documents after submitting, create a second Docspot folder (named Docspot 2) and submit the documents within that folder separately.
With all of your documents uploaded as individual PDFs and renamed as you want them to appear to your agents, select "REQUEST DOCUMENTS TO BE SETUP" from the menu drop down in your docspot folder.
When you first submit an order to docspot you will be prompted with a Document Service Authorization box. Within this box you will be prompted to enter a credit card.
After entering your credit card information you will from that point on see the option to authorize your order.
Once you have confirmed your order you will see a yellow confirmation banner. We will notify you once your documents are complete and available through your "VersionNow" folder.
Upon submitting your forms to docspot the first time, you will be prompted to enter your credit card information. This will link a credit card to your dashboard for payment of custom form(s) setup. You will only have to do this once per dashboard. Once linked, your credit card information will be used for all future document setup charges
The cost of each custom form will be $25, which can be paid per form, or with your remaining prepaid document credits. note: when submitting new forms document credits will first be used.
Local association and board forms, as authorized to use and where available, will be available for setup at no charge!
What exactly is a custom form you ask?
A custom form is any form that is not a standard, unmodified association or MLS document. Customization of one of these forms will constitute a document to be considered a custom form. This includes but is not limited to: branding of forms, additional footer text, etc.
To place you order for your custom form(s) you will follow the steps outlined above to submit your documents to docspot. Once the order is placed it will be reviewed by a member of our team. You will not be charged at this time. If there are any further questions in regards to your order, or additional materials needed, we will reach out to you. When your order is ready you will receive an email letting you know that the project has been accepted, along with an estimated completion date and total project cost. When your order is completed, the credit card on file will be charged and your success manager will notify you.
- Updates to any custom form will be completed at an additional fee, which will be assessed for the work that is required.
- A credit card will need to be on file for each dashboard requesting document setup. example: if you have a credit card on file for your brokerage and an office level admin is requesting a setup, they will need to enter in credit card information for the office level.
- Ensure the PDF's uploaded are high quality, as we have no way to adjust the quality of the received documents.
- You will still be able to create your own custom forms, which is outlined here