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Dotloop Scoop

Separate Folders

When you have a listing in dotloop, please make sure that when you receive an offer that you create a separate folder within that loop for the offer and sale side of the transaction. Do not add the sale documents to the listing folder. This can easily be accomplished via the following steps:

Step 1: Click on the “Add Folder” option on the upper right-hand side of the loop.

Step 2: Name the folder accordingly and then click on the Templates option.

Step 3: If this is a residential resale home, scroll down to the “Residential Sale (Seller Only)” template and click on it.

This template would be used if another agent is representing the buyer. If you personally are representing the buyer then you would select “Residential Sale (Buyer or Both).” On the right-hand side click on select all then copy to bring the documents for the sale side of the transaction into your loop.

Document Editor Hot Keys

When working with documents on dotloop, we want to make the process as simple as possible for you. Below, we have listed all the ways you can work with hot keys to quickly add interactive fields to your PDF(s) in dotloop! If you're unfamiliar with what a hot key is, holding down the SHIFT button while clicking in multiple places on the page to place signature boxes, is an example of utilizing a hot key!

Document editor fields have hot keys to speed up the document creation process.

If you’re using a PC:

SHIFT + CLICK = Select multiple fields/Unselect field if selected
SHIFT + ARROW = Move all selected fields by 1 px
CTRL + SHIFT + ARROW = Move all selected fields by 10px in direction of arrow
ALT + ARROW = Resize field by 1 px, (Left=Shrink width, Up = Shrink height, Right = Grow width, Down = Grow height)
SHIFT+ ALT + ARROW = Copy field and focus new field (Copies in the direction of the arrow)
SHIFT + CLICK PAGE = the field width will grow/shrink so that the right or left side of the field is now at the site of the mouse click
SHIFT + delete = Delete all selected fields

Fields will be placed on the last mouse click.

ALT + C = Add Checkbox
ALT + R = Add Radio
ALT + T = Add Textbox
ALT + N = Add Name
ALT + S = Add Signature
ALT + I = Add Initial
ALT + K = Add Strikethrough
ALT + Z = Add Date
CTRL + SHIFT + C = Copy Field
CTRL + SHIFT + V = Paste Field
CTRL + SHIFT + L = Label Field
CTRL + SHIFT + S = Save Document

If you’re using a MAC:

SHIFT + CLICK = Select multiple fields/Unselect field if selected
SHIFT + ARROW = Move all selected fields by 1 px
CTRL + SHIFT + ARROW = Move all selected fields by 10px in direction of arrow
OPTION + ARROW = Resize field by 1 px, (Left=Shrink width, Up = Shrink height, Right Grow width, Down = Grow height)
SHIFT+ OPTION + ARROW = Copy field and focus new field (Copies in the direction of the arrow)
SHIFT + CLICK PAGE = the field width will grow/shrink so that the right or left side of the field is now at the site of the mouse click
SHIFT + delete = Delete all selected fields

Fields will be placed on the last mouse click.

OPTION + C = Add Checkbox
OPTION + R = Add Radio
OPTION + T = Add Textbox
OPTION + N = Add Name
OPTION + S = Add Signature
OPTION + I = Add Initial
OPTION + K = Add Strikethrough
OPTION + Z = Add Date
CMD + SHIFT + C = Copy Field
CMD + SHIFT + V = Paste Field
CMD + SHIFT + L = Label Field
CMD + SHIFT + S = Save Document

Foothills/Central
520.544.2335

Northwest
520.318.5290

East
520.290.2335

Downtown
520.428.3338

Sierra Vista
520.439.8888

Green Valley/Sahuarita
520.428.0444

Safford
928.985.1400

1650 E River Rd, Ste 202 | Tucson, AZ 85718 US

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