Here are some quick answers for the most common questions agents ask when starting to use Dotloop. Each answer also includes a link to a full tutorial on that topic. Click the link below the answer for more info.
Using This Guide
Scroll down the page in order to review all sections of this tutorial. Or, if you're looking for something specific you can skip to a particular section by clicking on its name. BACK TO TOP links which will bring you back to the top of this page can be found in-between the sections.
- How do I use dotloop if I'm a dual agent or have multiple roles?
- I misspelled someone's name/email. How do I fix this?
- How do I re-send a document I've already shared?
- How do I sort and filter which loops I want to see?
- How do I archive loops and documents?
- Why can't I see my company or association templates?
- How do I change my name, email, or password?
- I can't find my loops! Where did they go?
- My account says it has been locked out for 24 hours, how can I get back into it?
- I was shared a document and cannot edit it. Why?
- I have missing documents in my loop/How do I unarchive documents?
Within dotloop at the current time you can only select one role for yourself. If you hold multiple roles within a loop, select the role for yourself that best fits. This will populate all information on documents for that role. Now, any places on the document that you need your name filled in, or to sign, you will need to manually fill and assign for these fields.
To edit someone within a loop, navigate to the loop, and scroll down below the documents to the section labeled PEOPLE. Here, you will click on the three dots to the right of the person you wish to modify and choose the option EDIT. Here you will be able to edit any information of the person within the loop, however, if the person has created an account you will not be able to edit their information, and will need to reach out and request them to edit their information.
To re-send, or reshare, a document, first start by opening the document. Once open click the SHARE button. Within the share window, click on the RESHARE AND MORE OPTIONS link. Once here, you can check mark the person and click RESHARE to send the document again. Here you can also change the sharing permission selected, as well as remove the share from the person by hovering over their name and clicking on the "x" to the right of their name.
When on your loops page, at the top right are the SORT BY options to sort your loops. To filter which loops you would like to see, click on the FILTER option at the top right and check mark the loop statuses you wish to see. As an agent we recommend only checking options in the loop statuses column.
While you cannot delete loops or documents, you are able to hide them using the archive function. To archive loops, ensure that you have your filters set correctly to not show archived loops. Next, navigate to the loop and select the appropriate Transaction Type, followed by selecting the Loop Status of ARCHIVED. To archive a document within a loop, click on the three dots to the right of the document name and choose the option ARCHIVE.
If you cannot see any company or association templates then you may not yet be connected to your company or association. To connect to your company, reach out and provide them with your email address so they can add you to their roster. To connect to your association, navigate to your profile icon (the circular icon at the top right, which will contain your profile picture or initials) and select MY ACCOUNT. Next, you will want to click on the PROFILES tab on the left, and then select your profile from the dropdown. Once there, scroll down to the section labeled BROKERAGE AND ASSOCIATIONS and click ADD ASSOCIATION. Here you can search for the association you belong to.
To change your personal information, navigate to your profile icon (the circular icon at the top right, which will contain your profile picture or initials) and select MY ACCOUNT. In this section you can edit your name esign name, change your email, or change your password. Once finished modifying the section, click on the SAVE button at the bottom.
When searching for loops, first ensure you are in the correct profile within your account. You can check this by clicking on your profile icon (the circular icon at the top right, which will contain your profile picture or initials). Here you can see which profile you have selected (which will be the top profile listed, and highlighted in white). If you are in the correct profile you can check either your ACTIVITY LOG, which is located at the top of your loops page, or you can clear your filters to show all loops. To clear your filters, click on the FILTER link at the top of your loops page, then click on CLEAR ALL, and then the FILTER button to the right of the clear all button. You can now search all loops on this profile.
To bypass the 24 hour lock on your account you can reset your password to gain access. To do this, go to dotloop.com, click SIGN IN, and then click FORGOT YOUR PASSWORD? and follow the prompts. Resetting your password will grant you access back into your account!
If you find you are unable to edit a document that has been shared to you then you might not have the appropriate permission to do so. To edit a document requires the permission CAN EDIT IN PRIVATE. When opening the document, at the top left you will see the document name and the permission you currently have. If the document prompts you to start signing, then you were shared the document to sign. We suggest reaching out to the party that shared the document with you and requesting the ability to edit in private.
If you are missing documents in your loop, or have archived them, you can find them and retrieve them easily. First, make sure that on your loop you have no documents check marked. Next, to the right of the word DOCUMENTS you will see a link that says SHOW ARCHIVED. Clicking on this link will show you all you archived documents at the bottom of the list, with grey lettering. If you wish to unarchive these documents, simply click on the three dots to the right of the document and choose the UNARCHIVE option from the drop down. If and entire folder is archived though, you will want to follow the same steps, only in the menu to the right of the folder's name.