SkySlope is all about keeping your documents organized so you can spend less time searching for files and more time helping your clients. One way that organization is offered is through the Rejected Offers folder in the Working Documents tab. This section allows agents to send in any documentation regarding a rejected offer to the Office Inbox to be reviewed by their auditor or admin, and then safely stored in SkySlope.

How to Send Documents to Rejected Offers

You can easily store rejected offers in SkySlope using the Rejected Offers section of Working Documents. However, they will have to first be sent to the Office Inbox, and then they can be reviewed and moved moved to the Rejected Offers section. 

So the real question we need to start with is this: How do we send documents to the Office Inbox?

There are two ways to send documents to the Office Inbox:

1. Emailing the document to the Office's assigned email address
2. Marking a Checklist item as Inbox Update

Let's take a closer look at these two options...

Emailing Directly

In the Admin section, you will see that each office has its own email address (if it has been set up). Any documents/attachments sent to this email address will be sent to the Office Inbox, and can then be moved to Rejected Offers. 

Here are a few tips for this approach: 

• Anyone (Agents, TCs, Admins) can send documents to the Office Inbox.
• If you aren't going to use the Office Inbox, and will use it primarily as means for getting documents into Rejected Offers, you could set the email address to "TahoeRejectedOffers@skyslope.com". This could make it easier to remember and use more reguarly.
• If your office doesn't have an email address listed, click on the office name to open the settings for that office. Then turn the toggle to On for Enable Office Inbox, and enter the desired email address.

Using Inbox Update

This process will require a tad more work on the front end to ensure everything is set up correctly. But once it's set up, documents will automatically be sent to the Office Inbox! In a nutshell, here's how it works: You add a "Rejected Offers" item on your Checklist. Then turn Inbox Update ON for that item. When the Agent attaches the rejected offer to the Checklist in their file, the attached document will automatically be forwarded to the Office Inbox, and can be moved to Rejected Offers from there!

Here are the steps you can follow to set up your Rejected Offers for Inbox Update:

1. Click on your name in the upper right corner, and then select Admin.
2. Once in the Admin section, navigate to Manage Checklists.
3. For each Checklist type where you want the rejected offer to be automatically forwarded, add a Checklist item like shown in the image below. Be sure to select Inbox Update after adding the item.
   
4. Once Inbox Update has been turned on for a Checklist item, any documents attached to that Checklist item will automatically be forwarded to the Office Inbox.
5. When the document is received in the Office Inbox, select it and move it to Rejected Offers.

While this approach take a bit more work up front, it can be more foolproof as it doesn't require the Agent to separately remember to submit any rejected offers to the office email address. Instead, they will submit the rejected offers in the same place they submit all their other documentation (on their SkySlope Checklist, of course!) and it will automatically be forwarded for admin review!

Want to learn more about Inbox Update and Flagged Checklist items? Click here to dive in.

Moving from Office Inbox to Rejected Offers

No matter which approach your office uses to get rejected offers into the Office Inbox, you can easily move them over in just a few clicks!

1. From your SkySlope home page, select the correct office from the drop-down. Then navigate to Working Documents.
2. Once in Working Docs, you will land in the Office Inbox first. Locate the document you need to move to Rejected Offers.
3. Select that document. Then click the drop-down menu labeled "With selected...", and select Move to Rejected Offers.
4. Then the document will be moved into the Rejected Offers section of Working Docs.

Accessing Rejected Offers

Once you've set up the workflow that works best for your office, you're ready to use the Rejected Offers folder! 

1. From your SkySlope home page, select the correct office from the drop-down. Then navigate to Working Documents.
2. Once in Working Docs, you will land in the Office Inbox first. Jump over to the Rejected Offers tab to access the Rejected Offers section, and all of the documents that have been moved there from the Office Inbox.

If you have any questions about using the Rejected Offers feature in SkySlope, please reach out to our 24/7 Support team!