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Fetching Documents From Dotloop

Any documents in a linked Loop can be pulled into Sisu. To fetch documents from Dotloop, do the following:

Go to Transactions > Transactions.
Click in-line with a transaction to open it.
In the menu on the left, click Documents.
Click the Fetch Loop Documents button.
After about 10 seconds, refresh the page. Any documents that have been added to Dotloop appear in Sisu.

If you update a document in the Loop and re-fetch the documents from Sisu, this will replace the document in Sisu with the most recent version.
If you add documents to the Loop and re-fetch the documents from Sisu, the new documents appear in Sisu.
If you archive a document in the Loop, it will remain in Sisu.
If you create/link a new loop and add new documents, and then fetch those documents in Sisu, the old Loop's documents will still remain in the Sisu transaction's documents section and the new ones will also be added.
- Any documents with the same name as existing documents will show a "-1" at the end of the name.
Fetching documents creates a Dotloop documents folder in Client Portal.

Sending Documents To Dotloop

If you want to send a document from your Sisu transaction into Dotloop you can follow these steps (a visual is also provided in the video below):

From here you can send Documents 1 of 2 ways:

From the Transaction Menu, click Documents
To the right of the Document, click the Send button
Paste the email from Dotloop into the Send To (Other) recipient field
Add any additional recipients, make any edits you wish to the title/body of the email
Click Send

ℹ️ To send multiple Documents at once select the checkboxes to the left of the Documents then click the Send Selected button.

From any form, click the Email Now button (under Share Form Data)
Paste the email from Dotloop into the Send To (Other) recipient field
Add any additional recipients, make any edits you wish to the title/body of the email
Check the box(es) to the left of any documents you wish to send
Click Send