Move documents from "no property" to property file after created

3 comments

  • Scott Hack
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    You can do that already.

    Click on the checkbox for the document you want to move/assign. Then click on the assign button in the middle and select the transaction from the list.

     

  • Michelle
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    To clarify - Move a document that you have already sent for signature once it is in the COMPLETED section of digisign to a file you created after you sent the document under no property. I am familiar with the document section you are showing - that is a different section.

  • Prod Squad
    Comment actions Permalink

    Hi Michelle,

     

    Buck, VP of Product here at SkySlope. Thank you for taking the time to submit a suggestion!

     

    This is not currently on the roadmap but we have a lot of work going toward an upgraded DigiSign and this could be a helpful feature. I'm routing your feedback to our DigiSign team for consideration. 

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