How to Attach a Document to the Checklist

In SkySlope, the Checklist is the core of your property file. The Checklist is used to submit documents to your admin or broker for review. Let's go over how to attach those docs to the Checklist, and get you on your way!

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1. First, open your SkySlope file. Click on Manage Listings or Manage Transactions to locate the address, and then single-click to open the file. Once the file is open, navigate to the Checklist tab.

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2. Locate the slot on the Checklist where you want to attach your document. On the right side of the screen, click on Attach for that Checklist item.

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3. After clicking on Attach, you'll be taken to a page where you can either upload a document from your computer, or you can attach a document that has already been uploaded into your file.

 

To attach a document already in your file: After clicking Attach, simply scroll down and locate the document you want to attach. Once you've located the document, click on Assign on the right side of your screen to assign that document to the Checklist.

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To upload a document from your computer: After clicking on Attach, click on the blue Upload Document button on the right side of the page. Then, browse your computer to find the document to be uploaded.

After locating the document, click on the document name, and then click Open. The page will redirect to SkySlope and the document will be scanned. After the document is done scanning, click on Start Upload to upload the document.

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To start the scan right away, double-click the name of the document. Lightening fast!

 

4. Now it's back to the Checklist to see that the document is In Review! That means it has been attached to the Checklist and the document is ready for admin review.

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And that's all it takes to submit your documents to be reviewed!

If you have any other questions about attaching documents to the Checklist, don't hesitate to contact our 24/7 Support Team! We are are available by phone at 916.560.1815, send an email over to support@skyslope.com or start live chat with us at support.skyslope.com! Happy SkySloping!

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