myTransactions is a fabulous and one of my favorite parts of eEdge. I would like to explain a little about myTransactions before telling you the new stuff. The basic principle behind myTransactions is a platform based on a virtual conference table to negotiate. I have been using this system for about a year and a half now and could not be happier. This allows an agent to write contracts, negotiate, send and store documents all in one convenient place! If you’re reading this and don’t have any idea what I’m talking about, the rest of this article may not make much since to you. For those of you experienced in myTransactions, let’s talk about one of the new features!
So we have all had times where we were not at a scanner and needed to load documents into our loops. One of the new features just added to myTransactions and DotLoop is now you have your own email to send PDF’s. The email is typically composed like this: email@example.com. You can find your email by signing in and looking at the “Agent Home”, then “Attachment Library”, then the “Upload via Email” tab. At the top of that screen will be your DotLoop uploading email address.
Once you have this email address, you can send documents to yourself or give the address to your clients to send them directly to your DotLoop account! Keep in mind that only PDF’s are uploaded, if a JPG or any other non-PDF document, the system will still send you an email with the other attachments, it just won’t upload it into your attachment library. You are probably wondering where you find these documents once they are uploaded. They come into your email address with a link that takes you directly into your account. If you are logged into your myTransactions, from your “Agent Home”, click on the “Attachment Library” and then the “Uploaded via Email” and all of your documents will be listed.
Under the “Upload via Email” tab you have several options next to your documents. Your first option is “Rename” and when you click on it the name of the document is editable. You do not have to leave the “.pdf” extension at the end. Your next option is “Copy to Loop”. This one, when clicked on will bring up a window that asks what kind of loop and then check the box next to the loop to copy it into and click the “Copy” button. The third option is “Download” and this will download it onto your computer. Last but not least is the “Delete” button. Once deleted, it asks you to confirm and once you confirm it, you can NOT undo this.
While you are out and a document comes into your email, remember you have this option. Also a great idea to save this email address in your contacts so you can not only forward it quickly from your own email but also share the contact information with your clients and other REALTORS to send you documents.
I can be reached at Carolynt@kw.com, by phone or text at 918-951-9020 or visit my website at www.SearchTulsaHouses.com.
great information I will try it
Another option is when you add documents with the email address with DotLoop, it also adds it to your “Attachment Library”. Because it is shown in your library, you can go into your Offer Loop or any other loop and click on the “Add/Remove Forms” and then click on the “Attachment Library” tab and select the document you want to add to that loop! Happy Looping!
Nice tip… Great blog. Congrats!
Hi Carolyn.. I used to be able to ‘ re- order ‘ my forms in a loop. Now it replaces them. This makes more work when uploading disclosures as they are now at top. Why did this change? And is there a way to ‘ undo ‘ this new replace setting?
The trick is that before your “drop” the file you are trying to move, make sure it is not over another file. When you hold the file you are moving over another, it shows a “Replace” in gray. It will also ask you to confirm the replacement. Just drag the file down a little more and it will move it to where you want it just the way is used to. There is not an “undo” but there is a “History” of the document by clicking on the dropdown arrow to the right of each file. From that history you can pull the previous version by “downloading” it to your compute and putting it back into the loop.