File Management vs. Document Repository

Marianne Villani

• October 31, 2018 02:13

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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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  Prod Squad

  • July 18, 2019 21:46
  • Edited

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  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

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  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

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  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

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  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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  Yaylin Jose Plata

  • April 20, 2023 15:02

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  One of the main things we don't like about skyslope is that there is no way to organize your file. We have use a whole other app to organize the file to make signed documents easier to find. Going from platform to platform is annoying. Especially since dotloop and docusign you are able to sign, and organize the file within one app as needed. 

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  Yaylin Jose Plata

  • April 20, 2023 15:03

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  Also, not being able to rename documents is annoying 

   

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  Prod Squad

  • April 20, 2023 20:39

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  Hi Yaylin!
  
  Kallie from the Product Team here at SkySlope. Thank you for reaching out and providing this additional context! Our product team has been notified of the feedback received for organizing documents within the document tab. I've documented your request as well and we'll also monitor this post to provide an update once one is available. 
  
  Thanks again and have a great day!

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  Mogul Admin

  • August 16, 2023 17:23

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  This would be super helpful!

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  Prod Squad

  • August 23, 2023 20:21

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  Hi All!

  Tyler from the Product team here at SkySlope. I wanted to give an update that you now have the ability to add folders to your transactions! Please see this page our support team made detailing all of the details! Please feel free to reach out if there are any questions! https://support.skyslope.com/hc/en-us/articles/18010898483355

  Thank you!

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