Since the core functionality of SkySlope transaction management is for agents to submit documents for their brokerage to review for compliance, we created Working Documents to be a place where agents can access all of the same tools outside of a property-specific file. In this article, we'll go over how to get the most out of your Working Docs! 

Let's start with a few common questions...

What is Working Docs?
Available to all SkySlope transaction management users, no matter their role, Working Docs is essentially a digital filing cabinet with all sorts of helpful tools built right in. It's the perfect place to store documents that don't pertain to a particular file or the documents you must prepare before creating your Listing or Transaction file in SkySlope.

What's the difference between Personal Docs and Office Docs?
Working Docs contains two sections: Personal Docs and Office Docs. Personal Docs is an area of your account that only you can access. Here, you can create folders, organize and email docs, or use it to upload documents when you're on the go. Office Docs is a collection of documents provided and managed by your brokerage. In this guide, we focus specifically on Personal Docs for Agents. Learn more about using Office Docs.

VISUAL GUIDE

STEP-BY-STEP GUIDE

All of the features listed below are included in the video above, but we've also separated them into bite-size pieces below for anyone who prefers reading! Click on the link below to jump to a specific feature overview. 

• Accessing Personal Docs (who can and who can't)
• Uploading Documents
  • Using Drag & Drop
  • Upload via Email
• Creating Folders and Subfolders
• Searching for Documents
• Assigning Docs to a Property File
• Email Docs into Personal Docs (one of the most underutilized features!)
• Email Docs from Personal Docs
• Sending Docs for E-Sign with DigiSign

Accessing Personal Docs

Who can access my Personal Documents? You are the only person who can access the Personal Docs section of your Working Docs. Personal Documents can only be accessed via direct login, so your admin/broker cannot access them.

Follow the steps below to access the Personal Docs section of your Working Docs.

1. Locate the SkySlope Suite section (Recent Listings & Transactions) of your SkySlope dashboard.
2. Click More.
3. Select Working Documents.
4. By default, you'll be taken to the Personal Docs section of Working Docs.

Uploading Documents to Personal Docs

There are two methods for uploading into Personal Docs: via traditional upload, or drag and drop.

⚡️ Upload via Drag & Drop (fastest)

1. Use your computer's file explorer to locate the document(s) you want to upload.
2. Click on the document(s) and hold that click; drag the document onto the SkySlope page, and release your click when you see the blue dashed border around your screen.
3. Once the document has been uploaded, you will see a green success message in the upper right corner.

Click here to learn more about uploading via drag and drop.

Traditional Upload

1. Navigate to Personal Docs.
2. Click on Upload Document towards the upper right corner.
3. Use your computer's file explorer to locate and select the document(s) you want to upload.
4. Click Open to begin the upload process. 
5. Once the document has been uploaded, you will see a green success message in the upper right corner.

Creating Folders and Subfolders

You can easily add folders and subfolders in Personal Docs for maximum organization!

To add a folder:

1. Navigate to Personal Docs. By default, you will be in the Unfiled Docs folder.
2. Click + Add Folder.
3. Type the name of your folder.
4. Click Save.

To add a subfolder:

1. Navigate to Personal Docs.
2. By default, you will be in the Unfiled Docs folder. Click on the folder to which you'd like to add the subfolder.
3. With the main folder open, click + Add Folder.
4. Type the name of your subfolder.
5. Click Save.

Searching for Documents

While creating folders can undoubtedly help you stay organized, using the search bar is the easiest way to locate a document in Personal Docs.

1. Towards the top of your screen, click on the search bar (where it says "Search by Document Name").
2. Type the term you'd like to search by.
3. Select a folder from the drop-down menu if you'd like to narrow your search to a specific folder.
4. Click Search.

Assigning Docs to a Property File

If you have a document in Personal Docs that you'd like to move to a SkySlope Listing or Transaction file, follow the steps outlined below.

1. Navigate to Personal Docs.
2. Locate the document(s) you want to move to a property file.
3. Select the document(s).
4. Click Assign.
5. On the next page, you will see a list of Transaction (top) and Listing (bottom) files. Locate the file to which you want to move the document(s).
6. Click Assign for that file.
7. Now, the documents will no longer be available in Personal Docs but will be available in the file you assigned them to! 

Email Docs into Personal Docs

Many SkySlope users don't know about this feature! It's a definite time-saver and the easiest way to upload documents into SkySlope if you're on the go.

To start, you must locate your account's @skyslope.com email address. Each SkySlope account has one, usually your first and last name @skyslope.com.

To locate your email address:

1. Click on your name in the upper right corner.
2. Click on My Account.
3. On the Personal Information tab, locate your @skyslope.com email address in the upper right corner. 
4. Right-click the email address and then select Copy Email Address to ensure there are no errors when preparing the email.

To email documents into Personal Docs:

1. Navigate to your inbox, where you manage your emails. Compose a new message.
2. In the To: field, paste the email address you copied in the steps above.
3. The subject line and body of the email will not be recorded in Personal Docs, but you often need to add a subject line before you can send the message. 
4. Add your attachment(s), which should be any documents you want to upload into Personal Docs.
5. Click Send.
6. After a moment or two, return to Personal Docs, and you should find the attachment(s) you sent in the Unfiled Docs folder.

Click here for an in-depth tutorial that goes over emailing documents into SkySlope.

Email Docs from Personal Docs

If you have a document in Personal Docs that you want to send to someone via email, you can do so right from Working Docs!

Important: The Personal Docs section of SkySlope does not have a log or sent messages folder that you can access to view messages sent from there. If you wish to obtain a copy of the sent message, we recommend adding your own email address as a CC.

1. Navigate to Personal Docs.
2. Locate the document(s) you want to send via email.
3. Select the document(s).
4. Click Email.
5. On the next screen, you can compose your message by adding recipients, CC or BCC, a subject line and a message.
6. When you're done preparing your message, click Send.
7. Once the email has been sent, you will see a green success message in the upper right corner.

Sending Docs for E-Sign with DigiSign

You can quickly move any document from your Personal Docs over to DigiSign to send out for signatures. If you're on the go and need to send documents out for signature, you can easily upload them by emailing them into Personal Docs (instructions above) and then move them into DigiSign following these steps:

1. Navigate to Personal Docs.
2. Locate the document(s) you want to send via email.
3. Select the document(s).
4. Click DigiSign.
5. After clicking DigiSign, select from the following options:
6. You'll be taken to DigiSign, where you can prepare the envelope for signatures! Learn more about sending envelopes with DigiSign.

If you have any additional questions about using Personal Docs in SkySlope, please reach out to our 24/7 Support team. Happy SkySloping!