If a document was on the checklist, and then gets DigiSigned it should automatically go back to the checklist. Our Sales Managers use DigiSign to add their own signatures to the contracts after reviewing them in SkySlope. Since they cannot be notified there is a document to review until it hits the checklist these docs are having to be signed from the checklist, then the manager has to go back to the listing/transaction and re-add them to the checklist. This should be automated.
Please sign in to leave a comment.