How to create interactive documents

Under the Documents section click on the folder that you would like to add the new document to. 

Note: If you are submitting your documents to be set up by the Account Operations team at dotloop, please select the docspot folder (link to submitting your documents for set up)

There are three ways to add a document into the folder

• 1. You can add a document that already exists in the document templates section in another folder by selecting the Templates option
  2. You can browse for a file on your computer by selecting the Browse option
  3. From the folder on your computer, you can click and drag the document into the folder on dotloop
     

Note: Only a PDF file can be added to the dotloop document templates section

Click on the document name to open.

Note: If the document didn't upload with the correct name you can click on the three vertical dots to the right and choose rename.

The document editor toolbar contains many options for making modifications to your interactive fields.

Note: This list is top to bottom, left to right

• Document Title
• By selecting the document title, you can change the name of the document while it is open. Hit enter or return on your keyboard to save the updated name. 

• File Dropdown Menu
  • Opens a window with more specific options for the document
• Save
• Print
• Download
• Split document (must be done before any interactive fields are applied)
• Rotate a document (must be done before any interactive fields are applied)
• Template options
•  apply template
• Save as a template
• Delete page images

• Add Dropdown Menu
• From the Add dropdown list you can select different interactive fields to add to the document

• Save

• Add to Loop
• From the document editor you can add a document to a specific and active loop

 

All of the options below will be available once an interactive field has been added to the document.

• Label Dropdown Menu 
• Choose a label to which you can apply to an interactive field

• Assigned To Dropdown Menu 
• Choose who has permission to make modifications to a field

• Font Style

• Font Size

• Left Align, Center, or Right Align text

• Bold, Italics, or Strikethrough Font

• Font Color

• Highlight text in a field

• Field Transparency
• Font still visible, outline of interactive field is not when a document is downloaded or printed

• Field History
• Indicates what modifications were made to the document when and by whom
• Delete an interactive field 

• Add a Field Calculations

• Group Interactive Fields

• More…
  • change the size of an interactive field by the pixel
  • make an interactive field non-editable once in an active loop
• Opens Advanced Options window:

• Save These Styles as My default
• If you have created a new font preference in the field selected, you can choose to make that your default font style for document creation in the future

There are two methods to adding interactive fields 

• Using the hotkeys {link to hotkeys article}

• Using the Add dropdown list found at the top right of the document editor page

• • From the ADD dropdown list, you can add the following interactive fields:

• • • Signature

• • • • Signature fields are used to indicate consent. They are legally binding and carefully recorded with time stamps and dates. 

• • • • Minimum size: 256 pixels wide x 24 pixels high

• • • • Assigned to a specific role

• • • Initial

• • • • Initial fields are used to indicate consent. They are legally binding and carefully recorded with time stamps and dates. 

• • • • Minimum size: 32 pixels wide x 19 pixels high

• • • • Assigned to a specific role

• • • Text

• • • • A text field is the most commonly used field because it is a blank slate to which almost all applications/tools can be applied

• • • • Minimum size: 16 pixels wide x 11 pixels high

• • • • Labeled to autofill – including dates and names

• • • • Assigned to a specific role

• • • • change font type, size, alignment, color, highlight, and transparency

• • • • can be assigned to a specific role

• • • Date

• • • • Date fields are used when a calendar selection can be made

• • • • Minimum size: 80 pixels wide x 10 pixels high

• • • • Only formatted as MM/DD/YYYY

• • • • Can only be labeled with labels specific to dates

• • • • Change font type, size, alignment, color, highlight, and transparency

• • • Name

• • • • A name field can be used in a place where a name should appear that perhaps does not have a label because it can pull from the contacts in a loop

• • • • Minimum size: 16 pixels wide x 11 pixels high

• • • • Can only be labeled with labels specific to names

• • • • Change font type, size, alignment, color, highlight, and transparency

• • • Checkbox

• • • • Checkboxes are used to indicate a selection where more than one option can apply

• • • • Minimum size: 10 pixels wide x 10 pixels high

• • • • Maximum size: 18 pixels wide x 18 pixels high

• • • • Can be assigned to a specific role

• • • • Can be labeled

• • • Radio Button

• • • • Radio buttons are used to indicate a selection where only one option can apply

• • • • Minimum size: 10 pixels wide x 10 pixels high

• • • • Maximum size: 18 pixels wide x 18 pixels high

• • • • Can be assigned to a specific role

• • • • Must be in a grouped pair of no fewer than two radio buttons

• • • Strikethrough

• • • • Strikethrough is used to cross out a selection on a form

• • • • Minimum size: 16 pixels wide x 4 pixels high

• • • • Maximum size: 976 pixels wide x 16 pixels high

• • • • Can be assigned to a specific role

• • • Document Logo

• • • • A document logo field can add a logo to a document

• • • • For more information {link to document logos}

• • • • Minimum size: 40 pixels wide x 20 pixels high

• Note: when working in document editor, you should save often to avoid losing any progress.

• Note: some fields like radio buttons have to be grouped in a pair before the document can be saved. Other fields like signatures and initials can be grouped as well.

• Using the label tool from the document editor toolbar, you can add standard or custom labels to a document
• If you hover the mouse over the label dropdown button, a list of the most commonly and previously used labels will appear
• To apply a different or more specific label, select the label dropdown and click the More button to open the list in a new window
  • Search for a label using the search bar at the top of the window 
  • Scroll through the complete list of labels
    • The types of labels are divided into folders – the bold blue font – by role or type of information
  • Labels are split into categories based on the information they will pull 
  • Note: when selecting a text field and opening the label window, you will see all label options. These options will be limited for date, name, and check box fields
  • Seller name can become
  • Name – Seller 1 (default)
  • Name – Seller 2
  • Name – Seller 3
  • Name – Seller 4, or
  • Name – All Sellers
  • Once selected, a label with multiple options will have a blue and bold dropdown list appear to the right of the label where you can select the appropriate option
• From the label list window, you can:
• Some labels, like Seller Name, have the option of being split up therefore there can be five variations of the same label:

• To assign a role, hover over the Assigned to dropdown menu to open the list of assignment options

• • Signature and Initial fields are the most common fields to which you will assign a role because this is what prompts that person to sign when the document is in a loop. 
  • By default, a signature or initial field will assign to the role of Anyone while a text, date, check box, or radio button will assign to the role of No One
    • Anyone: means that any person at any time can sign in this place regardless of role
    • No One: means that no one can sign in this place at any time regardless of role

Note: Roles can be changed on a document later by those in a loop with Can Edit in Private Permissions (link to permissions)

• To group interactive fields together:

1. 1. 1. select the fields that you would like grouped together so that both are highlighted in blue,
      2. then use the Group button on the Toolbar.

• Signatures and Initials
• When multiple users are required to sign a section only once, signature and initial fields can be grouped to prevent a double signing.
• For example, at the bottom of an addendum, two sellers need to sign:
• If both signatures are assigned to the role of the seller, but ungrouped, the first seller will be prompted to sign in both places. 
• If both signatures are assigned to role of the seller and grouped together, the first seller will only be prompted to sign in the first signature field.
• Text Wrapping in Text Fields
• Where large text boxes in place of multiple lines of text can have the font-size modified and additional lines of text can be added, text wrapping maintains the integrity of the form for legal compliance.
• Radio Buttons
• Radio buttons are intended for either/or, or yes/no answers
• They must be grouped in pairs of no fewer than 2 before the document will save

More Template Information

Feeling overwhelmed? We have interactive document specialists on our dotloop PRO team. Click here for more information on the services included with dotloop PRO.