Dotloop Convert PDF to Word shortcut alternative

User-friendly, affordable, and packed with different features, DocHub is a healthy and cost-efficient alternative to Dotloop. Try it now and learn how to squeeze the maximum of our solution with easy-to-use feature shortcuts.

Aug 6th, 2022
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01. Upload a document from your computer or cloud storage.
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02. Add text, images, drawings, shapes, and more.
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03. Sign your document online in a few clicks.
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04. Send, export, fax, download, or print out your document.

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How to Dotloop Convert PDF to Word

3.9 out of 5
7 votes

hey guys this is Leo with Scotland marketing and in todays tip video Im going to show you how you can add a PDF file to your loop right away so theres a couple scenarios that you may need to do this and lets say your client is not a fan of electronic signatures or lets say youre not a big fan of technology as the agent no worries you can always bring your paperwork on your appointment and have your clients hand sign it you can hand fill out that form at the end of the day typically your office will need you to add that form to your loop so that you can submit it for compliance review so that they can see that you have everything in your file to get paid which is kind of important right so to go ahead and do that what you want to do is log in to dot loop log into your dot loop account and you can of course either do that on dot lucam or you can go to my kW dot kW calm and click start my transactions on the top center of your screen if you have any trouble getting into your dot lo

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How to create interactive documents Step 1: Navigate to the document templates section. Step 2: Select the folder in which you would like to add the new document. Step 3: Select the Add Document option. Step 4: Click on the document name to open. Step 5: Review the document editor toolbar. Step 6: Add interactive fields.
Click the second blue box in the Documents section that reads BROWSE - Search and add any PDF from your computer into this folder. Selecting this option opens a window that displays the files on your computer, allowing you to select a document to add. After clicking Open, the PDF file will upload to the loop.
Quick Reference Guide: How to Flatten a PDF Complete the PDF document and review it to ensure the inclusion of all necessary data. Go to File Print. From the Printer drop-down, select Microsoft Print to PDF. Name and save the flattened PDF File.
There are two reasons you might be receiving this modal. The document was shared with Can Edit in Private and has been edited since the recipient received the document. This could mean that their own clients have signed the document and an updated version has been created.
How do I edit a document in a loop and assign signatures? Open a document in your loop by clicking the document title. Review the toolbar options to add more fields, download, or print the document. A second toolbar appears upon clicking fields - use these options to edit text and adjust formatting.
Upload from Computer Step 1: Navigate to the Templates section of your account. Step 2: Click on the folder that you like to upload files to. Step 3: Click the Browse option. Step 4: Select the files you would like to add to docHub from your computer folder. Step 5: The documents will be available in your template folder.
Click here to learn how to edit PDFs on the Android app. Step 1: Open the loop where the document is. Step 2: Tap on Docs at the top. Step 3: Tap on the name of the document to open. Step 4: Tap Edit in the top right. Step 5: Use the icons at the bottom to add fields. Step 6: Tap Save in the top right.
Editing People In A Loop Step 1: Click on the persons name. Click the name of the person you wish to edit to open the Edit person window. Step 2: Select a any field to edit. Click on any of the fields to edit the entry with you keyboard.
Click here to learn how to edit PDFs on the Android app. Step 1: Open the loop where the document is. Step 2: Tap on Docs at the top. Step 3: Tap on the name of the document to open. Step 4: Tap Edit in the top right. Step 5: Use the icons at the bottom to add fields. Step 6: Tap Save in the top right.
Open a document in your loop by clicking the document title. Review the toolbar options to add more fields, download, or print the document. A second toolbar appears upon clicking fields - use these options to edit text and adjust formatting.

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