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Articles
Comprehensive guide to help the users processing a transaction
Adding and Renaming Document Folder
Print, Download, and Deleting a File
How To Use the Property Email Address
Document 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 into a Document Folder
Authorize OTC to Access your Dotloop Account
Adding Multiple Dotloop Accounts
Add Contacts to Dotloop Transaction
Export Property to Dotloop
How To Import Contacts From Dotloop
Import Dotloop Documents
Import Dotloop Transaction
Import Dotloop Transaction Details
Link a Dotloop Transaction to your OTC Portal
Upload 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
Agent API Keys Overview
Property Notes
Property Contacts
Property Documents
Process Payment
Property Task
Property Text
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
How To Create 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 a Property Trigger Template From a Transaction