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..  

2

• Official comment

  

  Prod Squad

  • July 18, 2019 21:46
  • Edited

  Hi Marianne, Sarah and Nicole, 
  
  

  Kris here from the SkySlope User Experience team. Thanks for these great suggestions!

  1. View status of docs that are partially filled out or docs that are out for signatures within the file.
     This is something we are actually exploring now. If you would be interested in providing feedback on the initial product designs, please let me know. 
  2. An easier way to navigate from one transaction or listing to the next.
     Would you prefer that listings and transactions are on the same page? 
  3. More control over where you land once you jump into a file.
     Where would you prefer to land when you click on a file?

  Thanks again for your feedback,

  Kris 

   

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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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  Nicole Torcellini

  • June 07, 2019 18:28

  I agree...I am in and out of a transactions constantly!! and having to always go back to the main page is time consuming and annoying...there are SO many features missing from this program that truly make it a file "management" program...

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  Marianne Villani

  • July 31, 2019 18:58

  Well after several days of trying to figure out how to answer you Kris.  YES I would be interested in helping.  This is a MESS and needs to be fixed...

   

  Marianne Villani

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