Dotloop | Preparing & Sending Documents for Signature

Learn how to prepare and send documents for signature in Dotloop. In this training, we walk through assigning signature roles, placing signature fields, sending documents, and correcting common mistakes during the signature process. 💡 What You’ll Learn: ✔ How to assign signature roles ✔ How to place signature and initial fields ✔ How to send documents for signature ✔ How to correct and re-send documents This process is essential for ensuring documents are completed accurately and sent to the correct parties for execution. Current Agents Needing Additional Help? Reach out to agent support line: [email protected] Or visit the Knowledge Base inside Dalton Wade Connect for additional resources. ---------------------------------------- Dalton Wade is a full-service brokerage built for agents who want flexibility, strong support, and the tools to grow their business. 100% commission plan options Ongoing training and on-demand education Built-in tools for CRM, transactions, and marketing Dedicated support team when you need it Learn more or schedule a call: https://joindaltonwade.com 📍 Currently Operating In: Alabama • California • Florida • Georgia • Maryland • New York • North Carolina • Oregon • South Carolina • Tennessee • Texas • Virginia • Washington • Washington DC 🔗 Connect With Us Facebook: https://www.facebook.com/daltonwaderealestate Instagram: https://www.instagram.com/joindaltonwade LinkedIn: https://www.linkedin.com/company/dalton-wade-inc #DaltonWade #RealEstateTraining #Dotloop #TransactionManagement