Woohoo! There are five exciting new updates in DotLoop! You now have the ability to: 1. Activate/Deactive Profiles: If you have multiple profiles in your profile choosing tool, now you can easily manage which accounts appear by hiding them. 2. … Continue reading →
On the evening of August 1st the following features were updated or added to the new myTransactions:
A link was added to access the signature verification page from an interactive form without the need to download as a PDF first.
Moved the verification link in PDF documents from the bottom to the top of the document.
Signatures in a PDF are now also linked to the verification page.
Modified the layout of the signature verification page
Signature Adjustments Signatures now show the time stamp (HH:MM AM/PM Timezone)
Assigning Roles to Live Forms:
When you open a live form you can assign the signature and initial fields by assigning a person to a role on the form. (More, Assign Roles). If you wish to remove that person from the signature or initial fields, you can now do so by selecting “Select Person”.
DotLoop 2.0 is here! Have you logged in to see all the new features yet? Do you sit there wondering to yourself…”where do I begin”? Well, don’t fear…we have training available at each of our Heart of Atlanta Group locations … Continue reading →