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.
From inside the Templates section, click on a folder title listed in the left-hand column to open the folder.
Click in the box to the left of each document that you would like to add to the loop. If the list is too long, use the search bar to easily find the desired document.
After checking one or more documents, Copy To will appear next to the folder name.
Copying as a dotloop document allows for the document to remain fillable and interactive.
Click the To Loop button in the lower-right corner of the ‘Make a copy’ window.
Scroll through the list of loops or use the search bar to find your desired loop. You also have the option to create a new loop by clicking ‘Create a Loop’ to the right of the window.
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.
Once you have chosen your documents, click Copy at the bottom-right of the window.
The ‘Creating documents...’ window shows the import progress of the selected documents. The window will reveal a green check mark for each document that is successfully imported. Click the Ok button when finished. Once imported, the document templates are ready to use.
Click View Loop in the yellow banner that appears at the top of the screen to be taken to the loop and view the document(s).
Note: The banner displays temporarily. If you miss the View Loop link, click on the Loops icon to find your last updated loop.
Check out these articles to learn more about working with interactive documents and sharing: