Signing documents in dotloop is quick and easy! Follow these steps to learn the client process for signing. This is the process that initiates after you have clicked on the Share button and the document is now waiting on others.
Once shared, an email is sent to your clients' inbox with the subject line: ACTION NEEDED - [agent's name] needs you to sign a document - [date stamp] - [time stamp]. They must start by opening this email.
This button will open the document(s) that were shared for signing.
Clients can scroll through the document(s) before signing to review the document(s). Once the client is ready to sign, click the blinking blue button that says Start Signing in the upper-right corner of the document. This will initiate the signing process.
The document will automatically scroll down to the first place for them to initial or sign. There will be a red box that either says Initial Here or Sign Here. Clicking into the very first red box will then take the client to a window that says, “Adopt Your Signature.”
Their name and initials will appear in both script and print. If they would like to change their name or initials, they'll simply click into the field where their name appears in print and they can type any change they need to. If they would like to draw their signature, they can click on the words Draw Signature in the bottom left hand corner of the window. They can then use their mouse, or their finger if they are using a mobile device, and draw their signature and initials.
Once they have signed or initiated the first field, the document will automatically scroll down to the next place assigned for them to initial or sign and they can click in the red box to place their signature.
When they are finished, there will be a blue flashing button in the upper-right corner that says Finish Signing. Clicking on that button will automatically save and share the document back to you, the sender, immediately generating an email letting you know they have signed.
If you have shared a document with them with the ability to fill out and sign, the process will be a little bit different. When they have the ability to fill out a document, they probably will not be filling out every single field on the document. When this happens, saving and returning the document to you is a slightly different process. Since they do not fill out every field, the Finish Signing button will not be present, so they must instead click on I'm Done in the top right-hand corner.
If clients do not have a Dotloop account already established, they will be asked to create one once they sign the document(s) shared with them. This is entirely optional, however it is recommended if they would like to always have a place to view the documents online. They will see three fields for information. Two of the three will already be filled out with their name and email address. All they have to do is type in a password of their choice (must be at least 6 characters long with numbers and letters) and click the blue Sign Up button.
Once the client clicks on I'm Done or Finish Signing, if there are still fields that have not been completed, a window will appear asking are you sure that you are finished. They can select Show Me and they will be taken to any unfilled fields on the document. If they are finished, they'll select Skip, then the document will save and be returned to you, the sender.
If clients would like to view messages or download/print the document before or after signing, they can do so by clicking on the 3 horizontal dots at the top right of the page.