When you’re ready to share documents you can do so one of two ways. Single documents can be shared one at a time or you can share multiple documents. We will cover both options.
Step 1: Open the loop that you need to share documents from
When you open the app you will be brought to your loops home page. Tap on the name of the loop you would like to share documents from.
Step 2: Tap on the name of the document
Tap on the name of the document to open it.
Step 3: Tap on the paper airplane icon in the top right
Tap on the paper airplane icon in the top right to open the share settings.
Step 4: Decide who you are sharing the document to and what permission you are giving them
Make sure the people you want to share this document with are selected. You can tap the dropdown under their name to set their permission for the document.
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.
Optional - Write a custom message or attach a PDF
Step 5: Tap on the paper airplane icon in the top right
Tap on the paper airplane icon in the top right to share the document with the selections you’ve made.
Step 1: Open the loop that you need to share documents from
When you open the app you will be brought to your loops home page. Tap on the name of the loop you would like to share documents from.
Step 2: Tap on the document icon
Tap on the document icon to the left of each document name to select multiple documents.
Step 3: Tap on the paper airplane icon in the top right to open the share settings
Once you have selected the documents you need to share, tap on the paper airplane icon in the top right to share multiple documents at the same time.
Step 4: Decide who you are sharing the document to and what permission you are giving them
Make sure the people you want to share this document with are selected on the left. You can tap the dropdown below their name to set their permission for the document.
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.
Optional - Write a custom message or attach a PDF
Step 5: Tap on the paper airplane icon in the top right to share the document
Tap on the paper airplane icon in the top right to share the document with the selections you’ve made.