Ability to Add Forms After Prepare Signature

Transaction Coordinator

• December 12, 2022 18:54

Answered

Hello!

I've heard this from a few of our agents and staff and thought this could be a great addition to Forms.

If an agent is in the middle of preparing signatures in an envelope and a new document comes through that they would like to add to the offer, or they realize halfway through the offer that they forgot a form, there is no way to add that document in the in-progress envelope. Instead, they have to cancel the entire envelope and start over to make sure they have the right form.

Would be great if they could add that option to change up an envelope and keep the progress :)

• 

  Prod Squad

  • December 20, 2022 18:20

  Official comment

  Comment actions Permalink

  Hello!
  
  Kallie from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! This feature is currently available through DigiSign, just not in Forms.
  
  Thanks again and have a great day!

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