For a complete video overview on dotloop’s best practices, we have a training video HERE. Staying organized Naming loops Loop creation steps Sharing Sharing permissions Editing people’s names or emails in a loop Staying organized Staying organized in dotloop is incredibly easy if you know where to start. The best place to start is the beginning, which would be the Loops page. Keeping your …
https://support.dotloop.com/s/article/dotloop-Best-Practices