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.
Depending on your device settings you may need to choose which browser you will use to sign the document(s).
Clients can scroll through the document(s) before signing to review the document(s). Once the client is ready to sign, tap the pen icon in the upper-left 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 Click here. Tapping on 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 tap 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 tap on the Switch to Draw button at the bottom of the window. They can then use their finger and draw their signature and initials.
Once all of the fields have been completed you will be prompted to share back to your agent. Tap on “Share back with (agent name)”
Now you’re finished. Tap on “I’m Done” to complete the signing process.
Now you can check your email for confirmation of the signed document(s).