Many times we work in a program or system and we want to do something that we don’t see on the main menu. In Dotloop if you are looking for more things to do or more information, it has 3 little dots next to documents, folders, people and tasks. I have many names for the “3 little dots”, I call them: click right here, you want this, find more stuff and any other combination of 3 words that makes you think to click on it to find more features.
Document 3 Amazing Dots have all kinds of things, the longest list is going to be in a loop and next to a document that has been modified because remember they can’t give you a feature for something that doesn’t exist yet. For example. If you load a PDF and have not modified it or sent it for signatures then you can’t have a “history” or “signature verification” because there is only 1 version that does not have signatures yet. Once you have done things to the document, then it will have more menu items listed in the 3 amazing dots. On the templates page next to the document, you will not have a history or signature verification because those are templates and don’t have those items yet either. The items on an edited document with signatures in a loop would be: open, rename, make a copy, history, print, download, signature verification, archive, fax. If you do not have a premium account, you may not be able to use all of these features, but you can see them all. Most of these are pretty self explanatory, but the 3 I think worth mentioning are the make a copy, history and signature verification. Make a copy will allow you to copy a document from one folder to another or from one loop to another loop or to your templates to reuse in another loop. The History is where you can find out the progression or “history” of what has happened, also known as the “versions”. If the document has been modified, saved, signed, then it will have a new version each time and the number can ben found in this pop-up window along with the ability to view or download any one of the versions that you had permission to view. The signature verification is going to take you to the page for verifying the signatures for that document. It will take you to the latest or current version, but if you want to go to an older one, just view the version you one from the history and then click the “signature verification” link at the top left of any document. Every single document that is signed in Dotloop has one of these and can be viewed by anyone by either clicking on the link or typing the link in a web browser!
Folder 3 Amazing Dots will list items affiliated with folder options such as: open all, share all, rename, duplicate, archive. Open all will allow you to view and/or edit all of the forms in the folder at once by scrolling through them. The other 3 are mostly common since: rename the folder, duplicate the folder or archive (hide) the folder.
People 3 Amazing Dots are probably clicked on the least, but can be ver useful. They only have 4 options: edit, add to my team, introduce and remove. Edit can be tricky because sometimes we type the email address in wrong and want to fix it, which you can, but sometimes when you have shared the document it has an issue “re-sharing” and you end up removing the person and adding them back in to make sure it is working 100% correctly. I would try the edit first and I f you have not shared it at all, this should work just fine. Add to my team is VERY important you know what this does BEFORE you use it. This is ONLY for people that are working on the same side of the transaction and the same cupassity as you. For example some that would be on your team is an assistant that works for you or someone on a team or you have a property “co-listed” with another agent. Adding someone to your team will automatically show them all people, documents and tasks in the loop so if you add the wrong person this can be a big deal! The introduces is one of the most “unused” sections mostly because people don’t know it’s there or what to do with it. If you have a Buyer that you want to “introduce” to a lender, this is where you can do that. All it does is allows the people you are “introducing” to communicate inside the loop. Keep in mind that you may not always be a party to their conversation just like you can have a conversation with any one person independant of another person. Remove can be used to take someone out of the loop, but remember that it does not “unshare” things that you have already sent them. They will still have access to everything that has been sent to them, but you will not be able to send them anything else unless you add them back to the loop. You can also use this feature if you have entered an email address that was incorrect and it is not sharing to the new one for some reason.
3 Amazing Task Dots! First I have to say that if you are not using tasks, you are MISSING OUT!! If you want to know more about tasks, check out my other post about tasks. You have a different set of options between the task folder and the tasks in that folder. Next to the task folder you will see: create template, share, rename, delete and hide task list from team members. The create template is great for making a list in a loop and then deciding that you want to reuse it in another loop so you can “create template” and name it. Share sends it to someone else in the loop to view, rename and delete are self explanatory. Yes, I said delete. You can delete tasks, they will be listed in the activity log if you want to know what you did, but you can delete them. “Hide task list from team members” does exactly that, hides it from other people “on your team” in the loop. Keep in mind that the client can not see the list unless you share it (one of the original Loop Rules: #2 Everything you add to the loop is private until you share it.). The only exception to this is that when you “assign” a task to someone in the loop, they will then be able to see all of the tasks on that list with the item that was “assigned” to them so if you don’t want them to see the rest of the list, then make a new list per person. Next to the tasks you will find only two options under the 3 amazing dots which are rename and delete, both exactly what they say. The other items next to the task are to “assign” it to someone which is listed as “unassigned” until you select a person and a date that auto fills but can be changed to any date or can be tied to another task for example, if you want one task to be due after another task is completed.
That’s the basics of the “3 Amazing Dots”. It looks like a lot, but it just a matter of clicking the 3 little dots to find out what options are available so go check out the 3 Amazing Dots and explore what you can do!
I can be reached at CarolynTechPertise@gmail.com, by phone or text at 918-951-9020 or visit my real estate website at http://www.SearchTulsaHouses.com. For technology training or consulting assistance visit http://www.iCarolyn.com.