Adding New Documents When Splitting

When you go to the document tab and have a large document that you are splitting, it would be helpful to be allowed to, if it does not auto populate, to type in the tab name you would like to add, and then after you hit split and assign, the new tab would already be there with the split document ready to approve. This would eliminate having to use the "add new" tab and then have to go back into the same document and re-split. For example, you are splitting a purchase agreement, a MLS Print out and another random document that has never been used before. The MLS Print out and the Purchase Agreement are options to use, but the other random document has no place to go, so you have to split and assign, go to the add new button, add a new tab, then go back into the original document and re-split the random document. If you were allowed to just type in the name of the random document while you were splitting the other documents, it would save you the step.

LaKell L. (SkySlope Support)

April 30, 2017 01:37

Hi there,

Thanks so much for the feedback, we really appreciate it!

Currently, the split view is the same for Admins, Agents, and TC accounts and those account type's do not have the ability to make edits to the checklist - so this addition would mean re-imagining a the split section, however, I definitely agree that this is something that would add additional productivity for Admin accounts! I'll get this passed on to our team! :)

Once option, for the time being, would be to add a Misc Item to each checklist and whenever you run across a document that doesn't fit anywhere else you can assign it there! :)

Let us know if there is anything else we can do for you! :)

Adding New Documents When Splitting

Comments

Didn't find what you were looking for?