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In this tutorial, Jacob Seeley, a market center tech trainer, demonstrates how to add a text box to a document not originally created in Dotloop. Using a red personal property agreement as an example, he explains that such documents from outside Dotloop appear in red. To add a text box, he right-clicks the document and selects "create envelope." He also mentions that users can add multiple documents by checking them before creating an envelope. Jacob highlights that since this document isn't a blue form, pre-tagged roles can't be selected; instead, he chooses room participants as recipients.
