myTransactions Includes an Upload Email!



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5 thoughts on “myTransactions Includes an Upload Email!

  1. 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!


  2. 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.


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