File Management vs. Document Repository

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Marianne Villani

• October 31, 2018 02:13

 

It would be a true management program IF I could upload partially signed documents under the activities and LABEL as such without noting it as a completed item.  This would allow me at a glance to see what is missing and what is out for signature.  Just going to the documents or working documents is NOT efficient.  

 

It would also need helpful to be able to toggle to the NEXT transaction without having to GO back out of every file and start over.  

Be able to set my preferences as to what page I want to land on when I do click on a file.

 

You have one of the top guys from Transaction Point.  Get some of their ideas and implement them.  SKYSLOPE is not a management program but more of a document portal..  

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  Sarah

  • January 29, 2019 15:37

  I would also LOVE to be able to toggle or scroll through listings and transactions. As I am moving into a TC role this would be very helpful!

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