note: all release notes subject to change due to new updates or feature rollbacks.
Agent Onboarding Experience
- Now with new accounts dotloop will walk agents through the entire process of creating a loop, setting up the loop, adding documents, setting up documents, and sharing!
- Existing users can view the tutorial and videos as well by clicking the link within the profile menu as shown here:
Admins: Adding New Agents, updated email
- When adding new people to your office dotloop will now customize the email to the role of the user. For example; agents with existing dotloop accounts, agents with no dotloop account, admins, etc. will all receive an email customized to their role.
- With new agents without an account, we will now provide them with a special number to help them set up their new account! note: this number is only available to new users as a one time service.
Task List Templates
- Task List Templates will now only be able to be edited by the creator of the template.
Create Loop from Template
- Fixed an issue so that when creating a loop from a loop template the sort order of the documents will reflect the sort order established in the template.