Introduction
This article covers working with the standard dotloop document tools found within any already prepared document. These are called Interactive Documents, and are provided either by your company, association, or are set up by you. These documents differ from PDF's as they are previously set up with interactive fields, whereas PDF's will typically be flat documents that have no fields placed on them.
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.
Article Sections
- Autofill
- Editing text fields
- Add signature/initials
- Add strikethrough
- Document history
- Field history
- Pro tips
Autofill
Upon opening a document for the first time you will be prompted to Autofill. This is a feature that allows you to have the document fill any information available from your loop and profile details, as well as from the people in the loop. The information presented here is all the information that is available to autofill on the document. Scroll through, filling in any missing information before continuing.
On this page you can also search to see if a listing is available to link to. This will save you time, letting you fill in information that may be available from your local MLS, or if another agent has listed the property in dotloop, you can import their details as well.
When you have filled out all the information on this window, click the AUTOFILL button at the bottom.
If you did not fill out this window the first time opening the document, or wish to open the autofill option again, you can do so by clicking the AUTOFILL button on the top menu bar within the document.
Editing text fields
When working with a text field, you have the following toolbar to make style changes to the information contained. Adjust the indentation from left justified, centered and right justified. Choose from bold and italics font styles, or use both.
Select between blue and black font colors.
You have the ability to strikethrough text you have entered into a text field.
Draw attention to items on your document with the highlight option selecting between yellow, green, and light red.
Choose between 8 font sizes ranging from 8 to 15.
Tip: If the font size you desire is grayed out and not selectable, that is because the text field is too small to fit text of that size. If the field is not resizable, you will have to use a smaller font size.
Three font families are available to choose from.
All of these options can also be set as global defaults for all of your personal documents. However, any document set up by your company or association will have its own set of defaults. From the settings section in MY ACCOUNT, adjust your default setting to be used globally in your account.
You can also set your global font defaults while in a document.
Add signature/initials
Within your interactive documents, your company or association has the ability to enable adding additional signature or initial fields to a document. If enabled, this feature will be accessible from the ADD menu within the document.
Once clicked, the field will follow your mouse. When in place, click your mouse again and the field will be placed on the document.
If this feature has not been enabled, you will see the message below displayed. To enable the feature, it must be enabled by your company or association.
Add strikethrough
Adding a strikethrough is a very simple process. This method is not the same as adding a strikethrough to text within a text field. You will use this ADD STRIKETHROUGH tool when placing an actual strikethrough onto your document. We can access this from the ADD menu on the top, within the document.
Choose the tool, then drop it onto the text you wish to strikethrough. The strikethrough tool can be expanded from left to right. You will need to drop the tool on additional lines if needed.
Tip: You cannot add or expand a strikethrough over any other interactive field.
Document history
There will come a time in your usage of dotloop where our Document history tool is your best friend. Think of this tool as an Activity Log specific to this document. It will not only display all activity on the document, but give you access to each version of the document, to view or download. We can access the history one of two ways. While within a document this is located within the MORE menu.
Alternatively, we can access the history from our loop, via the document menu.
While within the history, we can see each document version. Next to the version name are the options to VIEW or DOWNLOAD. Viewing a document allows us to see that specific version. If you wish to download the version though, it will have to be done from the history window.
Field history
Like the document history, we can also view the history of single fields within a document. Think of this as an activity log for a specific field. This history is accessible for any interactive field on a document. To access this, click on the field first, then click on the DOCUMENT HISTORY button on the top menu.
Here we can see any changes made to the field, as well as who made the changes. If the changes were made by Anonymous, that just simply means that they were made by someone without a dotloop account, typically a client that was shared the document to fill out or sign.
Pro tips
- If you cannot edit a field, make sure you're not in a flat pdf.
- SAVE YOUR WORK. There is nothing worse than working diligently on a multi-page document and then losing your work due to unforeseen circumstances. We advise saving every couple of minutes at the most.
- Only your brokerage or association can enable the adding of signatures and initials on interactive templates.