dotloop Tip: Sending a form as “Can Sign” but having selected fields that can be filled in

Have you ever been leery of sending a form to your client using “Can Fill & Sign” permission (since they’re able to fill in all available fields) when you only needed them to fill out a few fields or check a few boxes?  This would be helpful when having forms such as the Consumer Notice (CNT), Buyer (Tenant) Agency Contract (PAR BAC), MD-Understanding Whom Real Estate Agents Represent, etc signed and filled out electronically.

You are able to send a form with “Can Sign” permission and allow them to fill out specified fields, here’s how:

  1. Assuming that you’ve already: created your loop, filled out the details page, added your clients, and added documents from Templates….Go into your loop and open your document(s)
  2. Click in one of the text boxes that you’d like your client to fill in or on a check box that they need to check.  In the black toolbar at the top, assign the field to your clientassigning field to client
  3. Share your document with “Can Sign” permission.  Since you’ve assigned the field to them, they will be able to fill it out, even though you’re sharing the document with “Can Sign” permission instead of “Can Sign & Fill”can sign

Here is what your client will see:

  1. They’ll get the dotloop email and click VIEW DOCUMENT
    DL EMAIL
  2. Next, they’ll click the flashing bar that says “Start Signing” and be prompted to fill in or check any fields that were assigned to them (along with any they need to sign or initial).
    assigned field
  3. Once finished, they’ll click CONFIRM SIGNING

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s