Topics – SkySlope Support

Docs to Review Sort

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7 comments

  • Official comment
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    Prod Squad

    Jessey, Product Manager here at SkySlope, thank you for your suggestion! I understand the issue and we will be monitoring the forum for yes/up-votes on this topic. Thank you for taking the time to provide us this feedback! 

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    Ashley

    On the documents for review page, it would also be nice if somewhere next to each document it said when that document was uploaded.

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    Aly D. (SkySlope Support)

    It would also be useful to have your chosen sort order, or file status, would stay when you return to the checklist to review, like a master/default sort order.

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    Susan Dempsey

    I agree,   I am always working by COE date to make sure we're staying ahead of all the incoming files and upcoming closings.  Sorting by any of the fields listed helps, and I know it defaults to having those entered first, but the way we operate (with 2 steps of auditing).  Trying to sort by the COE date, however is slow, as I need to hit the button twice to get it to sort by closing date with those closest at the top.  It would be better if there were an up and down arrow/toggle next to each field and we could choose immediately which direction to sort it.  AND if the sort would stay that way during your session whenever you went back to that screen in between files that'd be wonderful too!  I agree with Aly!

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    Donna Niksich

    I agree with all three of the above.  I sort by COE date to stay ahead of reviewing and all of these suggestions would be helpful.

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    Robert Rust

    YES, please. I would like to suggest that it not be based on the document upload date, but rather the date the document was attached to the checklist. We still need to be able to sort by COE, but this would help make sure everyone gets equal treatment in the doc review process. Thanks!!!!

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    Prod Squad

    Thanks for your feedback, everyone!

    We are on the verge of adding a new sort option, "Oldest pending doc", which will allow users to sort transactions and listings based on when documents were attached. Using this functionality, you'll be able to sort files which have documents pending review, from most recently pending to oldest pending.

    We will make sure to update this thread when the feature is released.

    Thanks,

    Carlo, Product Manager

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