Creating and Sending Documents for E-Sign in Loop

This knowledge base article will guide you through setting up and adding documents into your Loop account, preparing them for the e-sign feature.

Accessing Document Management Settings

To begin, you need to access the Document Management section of your Loop settings:

1. Click on your name in the top right-hand corner of the screen.

2. Select Settings from the drop-down menu.

3. Look for and navigate to the Document Management section.

This area will already contain any templates you may have previously created in Sales or Lettings.

Creating a New Document Template

You can create new document templates for various processes, such as a Tenancy Agreement for a rental application or preparing a tenancy.

Steps to Create a New Template:

1. Choose the relevant category, such as Applications or Tenancies, depending on the purpose of your document.

2. Click to create a new document (or select a copy of an existing one).

3. Copy and paste or type all the text for your document into the editor.

Using Placeholders (Merge Tags)

To personalize your documents, you will use placeholders (also known as merge tags). These tags pull specific data from the Loop into the document when it is generated.

1. Position your cursor where you want the information to appear in your document.

2. Go to the Placeholders menu.

3. Select the desired merge tag.

Examples of Useful Merge Tags:

• {landlord named FullAnd}: Shows all landlords' full names (e.g., Alex Michael and James Smith).

• {renter named FullName}: Shows all renters' full names.

• {property address}

• {tenancy start date}

This process works for both Sales and Lettings documents.

Including E-Sign Signature Blocks

If you intend for the document to be signed electronically using Loop's e-sign feature, you must include the specific signature merge tags:

Saving and Configuring Your Document

1. Name your document (e.g., "Tenancy Agreement").

2. Click Save.

Document Settings for E-Sign

After saving your document, navigate to the Document Settings tab to configure its behavior:

• Document Pack: You can choose to group this document into a pack if you plan to send multiple documents out at the same time.

• E-Signable: Toggle this setting on if you need the document to be signed electronically.

• E-Sign Configuration: You can set specific e-sign preferences, such as:

  • Setting a reminder frequency (e.g., every 24 hours).

  • Choosing to be notified when everyone signs or when each person signs.

Sending for Signature through Loop

Once your document template is created and configured, you can use it within a specific Loop (e.g., a rental application):

1. Navigate to a specific Record.

2. Go to the Documents tab.

3. Select your new document (e.g., "Tenancy Agreement") from your list of templates.

4. Click Create.

Loop will now merge all the data into the document, including the signature blocks. You can save the generated document and then send it for e-signature.

If you have any further questions, please reach out to the support team at support@loop.software.