The iOS app has a Settings section that allows you to change the push notifications for your device. What this means is whenever a certain action has been completed, such as one of your documents being signed, the dotloop iOS app will send a notification to your device that will not only alert you, but allow you to quickly navigate to the loop or document that you have been notified of. Also, this section is where you are able to sign out of your account on the app, as well as many other useful options.
To navigate to the settings section, first tap on the profile icon at the top left of the screen.
This will bring you to your profile selection page. We can access our settings by tapping on the gear icon at the top. It's worth nothing here that this is where you can switch between profiles, as well as sign out of your account.
You will now see all of your available account settings, as well as profile settings. Under the GENERAL section you will first see Feedback.
The feedback page will allow you to send a message and attachments to our app development team to let us know your feedback on the app. Many of the great suggestions here have helped us develop great new features for the app!
Next we have the Help section.
On this page you can see your app version number, our support phone number, and your member ID. Tapping on the support number will ask you if you would like to call our support line from your device, and will even automatically enter your member ID into the call for faster support! Lastly, The help button at the top right will navigate you to our help center, which has great support resources like this one!
Rounding up the general settings is our Legal & Privacy page.
Below your general account settings is your PROFILE SETTINGS where you will see each profile on your account listed. Tapping on a profile will allow you to modify which push notifications your device will alert you of for the selected profile. Let's select one of our profiles.
The NOTIFICATIONS section will allow you to set up what actions dotloop will push a notification to your device. These options include the following:
- Your Signature Required
- Review Stage Notifications
- Document Signed
- Message Received
- Invited to loop
- Document Shared
Each notification can be turned on or off with the slider on the right of the notification type.
The last option on the settings page is your Activity Log, where you can view all activity on your entire account.
You can change the time range of activity shown here by clicking on the button above.
This will give you the option to view activity from the LAST 7 DAYS, LAST 30 DAYS, as well as the option to choose a CUSTOM DATE RANGE.