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Articles
Comprehensive guide to help the users processing a transaction
Adding and Renaming Document Folders
Print, Download, or Delete a File
How To Use the Property Email Address
File Drawer
Manage File Buttons
Merging Multiple Documents
Organizing Folders and Files (Document Sorting)
Renaming a File
Split a Document
Google Drive: Uploading and Importing Files
Uploading and Replacing Files to a Document Folder
Connecting to Dotloop
Adding Multiple Dotloop Accounts
Add Contacts to a Dotloop Transaction
Export a Property to Dotloop
Importing Contacts From Dotloop
Importing Dotloop Documents
Importing a Dotloop Transaction
Import Dotloop Transaction Details
Link a Dotloop Transaction to your Open To Close Account
Uploading a File to Dotloop
Access
Activity
Applying a Task Template
Changing the Contract Status
Duplicating a Property
Property Emails
Property Detail Sections and Property Settings
How To Use the Health Bar (Also Known As the Priority Bar)
Intake Notes
Locating the Agent API Keys on a Property
Property Notes
Property Contacts
Property Documents
Process Payment
Property Task
Sending a Text Message
Property Field Template Triggers
How To Mass Edit Fields in the Property Details
Messaging Overview
Understanding the Messaging Feature
How To Send a Message if You're a Portal User
How To Use Messaging for Non-Portal Users
How To Send a Message if You're a Transaction Coordinator or Team Member
How To Send a Message From the Tasks Section in a Transaction
How To Send a Message From the Email Section in a Transaction
How To Send a Message From the Documents Section in a Transaction
How To Send a Message From the Contacts Section in a Transaction
How To Create or Edit a Message Template
How To Apply a Message Template
How To Categorize Message Templates
How To Sort Message Templates
How To Delete a Message Template
Understanding Task Templates and Task Triggers
How To Create or Edit a Task Template
Understanding the Task Details in Task Templates
How To Add a Trigger to a Task in a Task Template
How To Send an Email Using Triggers in Task Templates
How To Send a Text Using Triggers in Task Templates
How To Add or Remove Templates Using Triggers in a Task Template
How To Add or Remove Field Sections or Fields Using Triggers in a Task Template
How To Categorize Task Templates
How To Clone a Task Template
How To Sort Task Templates
How To Delete a Task Template
How To Apply a Task Template in an Existing Transaction
How To Apply a Task Template Using a Property Template
Trigger Pipeline Overview
Understanding the Trigger Card Details on the Trigger Pipeline
Creating Trigger Snapshots
Understanding the Trigger Statuses in a Transaction
How To Manually Add a Property Trigger in a Transaction
How To Apply a Property Trigger Template in a Transaction
How To Search or Filter Property Triggers in a Transaction
How To Delete a Property Trigger or Property Trigger Template From a Transaction