Dotloop Часто задаваемые вопросы для клиентов

To autofill forms with client information in Dotloop, ensure that your clients’ details are entered into the Contacts section. When creating a new form, you can select the appropriate client, and Dotloop will automatically populate the form fields with the relevant client information. Make sure that the fields in your form are mapped correctly to the corresponding fields in the client’s profile for successful autofill.