Here are some tips and best practices from our Support team to help you organize your account and close your deals more easily in SkySlope.
Organize Your Property Files
In the video below, we will demonstrate:
- Deleting unnecessary documents
- Rename documents to make it easier to find what you need
- Preview documents to save time
- Canceling and deleting Property Files
Working Docs Organization Tips
Click below to jump to a section!
Creating Folders
Create folders in Working Docs to organize documents not ready to be added to SkySlope files. Simply click + Add Folder, give your folder a name, and move your documents into that folder.
Learn more about Working Docs.
Deleting Documents in Working Docs
Delete unnecessary documents to reduce clutter.
Note: This isn't available in property files. Click here to learn how to move property file documents into the Trash folder.
Renaming Documents for Easy Recognition
Tip: This works in property files too!
Property File Organization Tips
Click below to jump to a section!
- Moving documents to the Trash folder
- Using columns to sort by name or date
- How to hover to preview documents
- Canceling/Withdrawing files to reduce clutter
Move Documents into the Trash Folder
Move unnecessary documents into the Trash folder to reduce clutter.
Use Column Headers to Sort
Use the Document Name, Date Uploaded, and Number of Views column headers to view documents in certain order.
Hover to Preview Documents
Hover over the eye icon to preview the icon to eliminate dozens of open tabs.
Cancel and Withdraw Files
Withdraw Listing files and cancel Transaction files to keep your account up-to-date.
Withdraw Listing:
Cancel Transaction:
Have a specific area of SkySlope you need help getting organized? Reach out to our Support Team! We're available 24/7 at support.skyslope.com.
Comments
3 comments
Hi there! Is there a way to create a folder within this section besides the "trash" folder? It would be helpful to be able to create a folder for HOA Documents as well as Invoices, etc., and be able to section them off that way. Thanks!
This did not actually show or tell how to create folders or sub folders.
They did not explain how to create folders in working documents. I do see how to create subfolders by just clicking on the existing folder. But how do you create a new folder?
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