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! Orders must fall within the document submission guidelines, which are outlined HERE.
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.
If you would like to relay specific comments to our Account Operations Team in order to make sure your document(s) are set up the way you’d like you can click on the 3 vertical dots to the right of the uploaded document, clicking EDIT and then adding a description.
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.
You will now be prompted with a box asking you to confirm your order. Here you can can click on the links to see how the process works, as well as a link showing you how you can set up your own documents. When ready, click CONFIRM 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. Our team will notify you of the status of your order via email.
- 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
- If you have would like to have field calculations on your document(s) click here for our walkthrough on adjusting these or reach out to your Success Manager.