If your account is connected to your company or association, you may have access to interactive document templates. Interactive documents are documents that are already set up to be completed and signed in dotloop. You may also create your own templates to add into your loops (check out this article to learn more about creating templates). Follow the steps below to learn more about adding templates to your loop.
Choose a folder to add the document to by clicking on the circle to the left of the folder name. If there is only one folder in the loop, it will default to selected. If there are more than one, the top listed folder will default to selected.
Note: The banner displays temporarily. If you miss the View Loop link, click on the Loops icon to find your last updated loop.