Need a designated spot for all Sent envelopes

Denise Whitney

• January 17, 2023 21:22

Hi there,

I work as a TC, so I'm always sending a lot of forms to a lot of different people. It would be nice to have a tab designated specifically for any Sent envelopes awaiting completion; right now I have to go into each individual client to see if there is anything sitting there that hasn't been completed yet. My brokerage used to use Skyslope with Digisign, and there was a Sent and a Completed tab where we could always see what was waiting for signatures, no matter which client. If someone doesn't sign something right away, it's easy to forget it's been sent and it's a waste of time to go into each client file to look at the status of their envelopes.

Thanks!

• 

  Prod Squad

  • January 18, 2023 16:45

  Official comment

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  Hi Denise!
  
  Kallie from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! 
  
  There is currently a section in DigiSign within Forms, that shows these tabs you are suggesting. Please see the screenshot provided below:
  
  
  Also when you are in Forms there is a tab for "envelopes" that also shows the past envelopes sent as well as their status. Please let me know if this is helpful per your request. 
  
  Thanks again and have a great day!

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