There is a checkbox to the left of each document in your loop. You will now see your documents displayed in your new folder.

Archive/Delete Documents and Folders. After selecting documents to share, you will decide how recipients interact with those documents by selecting a Documents can be shared individually or in groups. Step 2: Archive document(s) Step 3: Archive a folder. Documents and folders within loops Documents and folders you have created in the templates section of your account can be deleted permanently though, by clicking on the three vertical dots next to the folder or document and choosing Find and open the loop containing the document(s) you would like to archive.To archive a single document, click on the overflow icon to the right of the document and select the Archive option from the dropdown menu.To archive multiple documents at once, click on the checkbox to the left of each document, then on the Archive link at the top.In the overflow icon to the right of the folder, click on the Archive option in the dropdown menu.Click on the Show Archived link within the loop.

Check this box if you would like to attach PDF copies of the documents to the email.Click the Share button in the bottom right corner of the Share Document window.

Confirm that the Share Permission is set correctly or click on the dropdown list to change the Share Permission. As you continue to use dotloop, you will likely find that there are files, folders, and loops you no longer need or wish to file away for later. Step 1: Select the documents you’d like to share. Clicking on this link will show you all you archived documents at the bottom of the list with grey lettering. Search. Agents; Admins; Team Leaders; Service Providers; Buyers & Sellers

Step 3: Select the people you’d like to share documents to. There is a checkbox to the left of each document in your loop.

Hi, what can we help you with? A Share button will appear in the upper right hand corner of your loop’s Documents section.To the right of each person is a dropdown list of Share Permissions. Learn best practices for sharing forms in Dotloop to an agent on the other side of the transaction with Leah Aukskalnis of Scott Le Roy Marketing! Click in the box of each document that you are ready to share. be used with other professionals involved in your transaction. Find out why we are the top choice for industry leading brands.

Step 4: Select a Share Permission. Next, to the right of the word Documents you will see a link that says Show Archived. There are 4 Share Permissions:Below the Add People section of the Share Document window is a line that says In the bottom left of the Share Document window you will find the option to attach PDF copies to the email.

This will send an email to the people you’ve selected.Remember, documents are always private until shared. Sharing Documents. To unarchive a folder, select the Unarchive option from the overflow icon to the right of the folder. dotloop provides an online platform to empower real estate professionals to get deals done. Step 1: Open the loop containing the document(s) or folder you wish to archive. Dotloop Tip - Sharing Documents With Another Agent - Duration: 12:59. To share documents, open your loop and follow these steps. If you wish to unarchive these documents, simply click on the three dots to the right of the document name and choose the Unarchive option from the drop down. Scott Le Roy Marketing 1,288 views. Once you've selected all the documents necessary simply click the COPY button on the bottom right of the window. Advanced Agent dotloop Training - Duration: 55:14. dotloop 112 views.

This will display all archived documents and folders within the loop.All documents that are currently archived will be highlighted at the bottom of the folder in grey lettering. Step 2: Click the Share button. If you wanted to add more documents, simply click the large ADD DOCUMENT located at the top right within the folder and follow the previous steps.

Any changes made to a previously signed document, by design, will wipe out signatures ensuring no one is agreeing to term edits made after signatures were placed. To unarchive, select the Unarchive option from the overflow icon to the right of the document. Categories.

If an entire folder is archived, follow the same steps, … 12:59. This is the highest permission for a document, meaning you can make any changes needed (everything tracked, of course, in dotloop), alter field sizes, delete or place additional fields, and fill out anything you deem necessary.

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