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”.