In this article we will talk about a few topics regarding sharing. With sharing there are a few ways to accomplish this, both of which we will cover. Also, we will go over understanding sharing permissions.
Now that we are ready to share our documents we can do so one of two ways. Single documents can be shared one at a time, or we can share every document within a folder. We will go over both options before sharing.
We will begin by first opening the loop. Here you will see the document or documents you wish to share. In this example we are going to just share a single document. Tap on the document name to open the document you wish to share.
Within the document tap on the share icon at the top. This will open the share window.
We will now be directed to the share window. If you have already assigned anyone to sign a field then they will automatically be checked with the Can sign permission. If you wish to change the permission you can do so by tapping on the arrow to the right of their name and selecting a new permission. Alternatively, if the person you wish to share with is not already selected, you can click on the check box next to their name and select the appropriate permission. note: to share with the Can sign permission you must have a signature or initial box assigned to the person selected.
We now have selected who we want to share with, as well as the appropriate permission for that person. Our last step is to tap on the share icon at the top.
Once successfully shared you will see the confirmation on the screen below!
Alternatively, if you would like to share multiple documents at once, you can do so by navigating first to your loop. Next to each document is a checkbox. Check each document you wish to share.
Once complete, tap the share button a the top.
As before, with the last example, anyone with fields assigned to them will automatically be checked and assigned with Can sign, and anyone else we will need to check the box next to their name and select the appropriate sign permission.
We now have selected who we want to share with, as well as the appropriate permission for that person. Our last step is to tap on the share icon at the top.
That's it! We're now done, and your recipient will receive an email guiding them through the signing process. Once signed you will receive a notification letting you know they have successfully signed any documents shared with them.
When sharing a document you have a few options on how to share. These are referred to as sharing permissions.
View Only - View only will allow the recipient to only view the document. They cannot sign this document, they cannot make any changes to it.
Can Sign - This is the permission you'll be using when you only need to have your recipient complete fields assigned to them. Can sign will allow the recipient to view the document and also dotloop will walk them through their assigned fields, making an intuitive experience for the recipient to sign and/or initial the document(s), as well as fill out any additional fields you have assigned to them, such as text boxes, date boxes, check boxes, radio buttons, etc. Also, this permission will notify you and send the signed document back to you automatically after the recipient clicks the 'Complete Signing' prompt.
Can Fill & Sign - This permission is for documents you need filled out and signed, but you don't want the recipient to actually alter field sizes or add fields to a document. A Seller's Disclosure is a good example of a document that would be sent with this permission. We will walk the recipient down the document to each blank field and request their input, including initials/signature.
Can Edit In Private - Can edit in private should only be used with other professionals familiar with dotloop. When you pull a document out of templates, or upload a document into your loop, you automatically have Can edit in private permission. That is the highest permission for a document, meaning you can change whatever you want on it (everything tracked of course in dotloop), alter field size, delete or place additional fields, and fill out anything you want. Any changes made to a previously signed document by design will wipe out signatures ensuring no one is agreeing to term edits made after signatures were placed. This permission is ideal when sharing with co-op agents using dotloop.