Transitioning to a new system is always tough, but transitioning to a new document management system is especially difficult. As we transition from Dotloop to DocuSign, we wanted to create a reference that would help you find the key tasks you are performing in Dotloop, show you what it is called in the DocuSign system, and give you a link to training to help you learn how to do it.
- Click here to learn how to get started with DocuSign Rooms.
Use the reference below to help with your transition to DocuSign:
|Dotloop||DocuSign||Learn How in DocuSign|
|Create a Loop||Create a Room||Click here to learn more.|
|Add and Manage Documents in a Loop||Add and Manage Documents in a Room||Click here to learn more.|
|Add People to a Loop||Add People to a Room||Click here to learn more.|
|Prepare Documents (Custom Labeling)||Create a Template||Click here to learn more.|
|Share Documents to get Signatures||Create and Send an Envelope||Click here to learn more.|
|Archive Documents||Archive Documents||Click here to learn more.|
|Split a PDF into Multiple Documents||Split a PDF into Multiple Documents||Click here to learn more.|