Managing Documents

If you are transitioning from from Dotloop to DocuSign, use the following table to find what the the Dotloop tasks are called in the DocuSign system.

Dotloop	DocuSign
Create a Dotloop Loop for an Opportunity	Create a DocuSign Room for an Opportunity
Add and Manage Documents in a Loop	Add Documents to a DocuSign Room
Add People to a Loop	Add People to a Room
Prepare Documents (Custom Labeling)	Working with Templates in DocuSign
Share Documents to get signatures	Create and Send an Envelope in DocuSign
Archive Documents	Archive Documents
Split a PDF into Multiple Documents in Dotloop	Split a PDF into Multiple Documents in DocuSign

The following pages contain information about managing documents in Command.

• Using DocuSign with Command
• Using Dotloop with Command