Whether you are a client signing a document for your real estate agent, or an agent trying to sign your own documents, follow these steps to sign a document on the iOS mobile app.
Android user? Click here for signing documents on the Android app.
Signing a document sent to you
Signing documents shared with you on the iOS mobile app is a quick and easy process. If you have the app installed and notifications enabled, you will receive a notification to sign the document or documents shared to you. Learn more about managing notifications here.
As stated above, if you have notifications enabled then you will receive a notification to sign the document.
If you are not utilizing notifications then you will need to open the app and locate the loop that the documents were shared to. A quick way to do this is to use the notification bell at the bottom of your screen.
Alternatively, you can open the email notification you received to view and complete the document.
At the bottom of your screen you will be asked if you would like to be guided through the signing process.
Choosing Yes will take you directly to the first field that needs to be filled.
Choosing No will allow you to fill and sign in the order that you would prefer.
Tap on a signature or initial field to begin signing.
You can draw your signature or use the type version to sign the document.
Once you have your signature and initials drawn or typed tap on Confirm in the top right corner.
Depending on how many fields need your signature or initials you may have more to tap on.
Tap Save to complete the document and it will be sent to the person requesting your signature.
If you are preparing a document in your account, and wish to sign it, you are able to do so directly from within the document while in the mobile app.
From your loops home page, tap on the name of the loop that contains the document that you need to sign.
To get to your documents section, tap on Docs at the top.
Tap on the name of the document to open.
Step 4: Add or assign a field to yourself
It’s possible that you will open the document and the field(s) you need to sign will already be assigned to you or your role. If that’s the case then you can skip to step 5.
If the document you opened already has signature and initial fields
- Tap on ‘Edit’ in the top right
- Tap on the field you need to sign
- Tap on ‘Assign
- Choose yourself
- Tap ‘Done’ in the top right
If you need to add field(s) to sign
- Tap on ‘Edit’ in the top right
- Tap on the signature/initial icon in the bottom left
- Tap on ‘Add Signature’ or ‘Add Initial’
- Place the field on the document
- Tap on ‘Assign’
- Choose yourself
- Tap ‘Done’ in the top right
Tap on the fields that are assigned to you to sign and/or initial.
You can draw your signature or use the type version to sign the document.
Once you have your signature and initials drawn or typed tap on Confirm in the top right corner.
Depending on how many fields need your signature or initials you may have more to tap on.
Tap Save to complete the document and it will be sent to the person requesting your signature.
If you are currently with the individual you wish to have sign a document, dotloop will allow you to host the signing in person, directly from your account. To do this, you must have the person in the loop, with an email address, and the document prepared for signing, and saved.
From your loops home page, tap on the name of the loop that contains the document that you need to sign.
To get to your documents section, tap on Docs at the top.
Tap on the name of the document to open.
In the bottom left corner, tap on More.
From the options at the bottom tap on Host in Person Signing.
If anyone has fields assigned to them on the document they will appear as an option to choose from.
Once you’ve selected your signer tap on Submit in the top right corner.
This is when you give control of your phone or tablet to the signer.
The signer will tap on Begin Signing at the bottom.
To be taken to the fields assigned to them, the signer will tap on Sign in the top left.
You can draw your signature or use the type version to sign the document.
To confirm the drawn or typed signature tap on Adopt & Sign in the top right.
Once all of the fields are complete tap on ‘Share Back with (Agent Name)’
To repeat a Host in Person signing for another signer or another document you will navigate back to the app and repeat steps 3-13.