Tag: dotloop tip

dotloop Tip: Keyboard Shortcuts/Hot Keys for More Efficient Document Editing

Dragging and dropping fields onto PDFs can be time consuming. In an effort to make working with documents on dotloop as simple as possible, they have created hot keys.  If you’re not sure what a hot key is, here is an example: hold down the SHIFT button on your keyboard, click ADD SIGNATURE in the toolbar, and then click numerous spots on your screen to place multiple signature fields without having to drag and drop from the toolbar each time.

Here is a list of the current hot keys:

(Mac users replace “ALT” with “Control+Option”)

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 10 px 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 replaced on the last mouse click:

ALT + C = Add checkbox

ALT + R = Add radio button

ALT + T = Add text box

ALT + N = Add name field

ALT + S = Add signature field

ALT + I = Add initial field

ALT + K = Add strikethrough

ALT + Z = Add date field

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