The dotloop Android app is here to help simplify your looping life! With its easy to navigate menus, and powerful, but easy features, you can use dotloop on the go wherever you are! Let's start with a brief overview of the basic features of the mobile app.
When you first open the mobile app you will be greeted with the Sign Up/Sign In page. Here you can choose to create a new account, or to sign in to your existing account. At the bottom, you can also view a demo of the mobile app by tapping Give It a Try.
If you are a new member, tap on the Sign Up button, and proceed to fill out the sign up form presented here. Once you finish, make sure to go to your email account and verify your account by clicking on the link in the email!
If you are already a dotloop member choose the option labeled Sign In. Now you will enter your email address and password. Don't remember your password? Don't worry! Just tap on the FORGOT PASSWORD link.
Next, on the top right of the screen we will see a magnifying glass. This allows us to quickly search for loops!
The last icon across the top bar will show your sorting and filtering options for your loops. Here you can change the way in which your loops sort, as well as set the filters to allow you to customize which loops you want to appear.
More on managing your loops here
Near the bottom right is a circle with a plus sign. This is how we create new loops!
More on creating loops here
Lastly, at the bottom of the screen are icons for Loops, Messenger, Notifications, and Tasks. We will go into more detail in the next section!
At the bottom of the app is our navigation menu. This allows us to access a few sections of the mobile app at just a tap! First, we have our Loops icon, where we will see all of our loops, as well as the ability to access the Mobile app/profiles menu(which we will go over in the next section).
Next, we have our Messenger section, where we can access dotloop's one-of-a-kind messenger platform, which allows you to interact with a specific person, or group of people. This feature even allows you to communicate and share documents to your clients via text message!
The third icon is out Notifications section, where we can view all of our pending account notifications.
Rounding up the fourth icon, we have the Tasks section, which will allow you to view all of your current tasks.
More on managing tasks here
After tapping on the menu icon at the top of the loops page, a sidebar will appear. Here you can access other profiles, adjust settings, and send feedback! To exit the sidebar menu, simply swipe it to the left. At the top of this menu we will display your current profile, along with the office it is attached to
Next, we will see our People tab, which will take us to our dotloop contacts.
More info on managing people and contacts here
Moving down is our Templates section, which will allow you to manage and see all of your document templates.
The next section is the Settings section.
More info on account settings here
First up in this section is the Manage Notifications section, where you can manage all of your notification settings for the app.
Rounding up the Settings section is the Send Feedback button, which will allow you to send any feedback directly to our Android team!
The section below our Settings will display your account name, your Member ID, as well as the Sign Out button.
To further expand on this menu, and our robust profile menu, tap on the icon shown below.
More info on switching between profiles here