Topics – SkySlope Support

Option to Download Documents En Masse

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7 comments

  • Official comment
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    Prod Squad

    Thanks for your feedback, Jesi and Tracy!

    So that I can better understand:

    • How important is to download all documents vs. selected documents?
    • Archived files currently give you the option to download All Documents OR Checklist Documents - would you expect this same option on non-archived files?
    • How do you expect documents to be sorted in that zip file? All documents and no folders? All documents organized by folder?
    • Is there any meta data that needs to be captured in the zip file? For example, every file name should include the date it was assigned?

    In terms of implementation, which of the following options would be acceptable? Which do you prefer, and why?

    Option #1 Select documents and then choose an action, such as "Download All"

    Option #2 Download documents from the Manage Transactions or Manage Listings page, similar to Access Archives

    Option #3 Add a button above the documents to "Download All", which would download all files

    Thanks again,

    Carlo, Product Manager

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    Jesi Orona

    I agree!!!! There are plenty of time we will switch lenders or title companies. They of course want documents. It takes way to long to download individually. This would be a huge time saver.

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    Tracy Holmes

    As an Admin on our account, and an assistant to the Designated Broker, this is a feature I consider critical.  Thank you for adding the option to the archived files, but it needs to be available on all files, including cancelled and active ones.  When having to respond to subpoenas, the email feature isn't practical because of the size of most files.  We need to be able to select multiple documents within the file and download a zipfile directly to our harddrive, or have the bulk download, including all documents like the option in archive. This is not the first request our company has made for this feature.  Thank you for your consideration.  

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    Tracy Holmes

    Thank you Carlo.  For my part, the current feature available in the Archived Files (Download either All or Checklist Documents) is workable for for us.  This typically includes the documents, including any cancelled transactions connected with the file, the transaction summary and the lot.  If there is something that should not be forwarded, we are able to remove it from the folder.

    That said, a feature within the file to select specific documents for download, or the option to download all, including the transaction summary and log, would be an incredibly helpful feature.  Just today, I had to separate out listing documents from a pending transaction to forward to a legal team.  It would have saved me multiple email attempts and a full inbox if I'd had the ability to simply download the specific documents.

    If I may provide any additional feedback, don't hesitate to contact me.

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    Tracy Holmes

    Apologies... missed some of your questions.  Documents do not need to be renamed or organized in the zip file, short of the cancelled transaction file remaining separate from the active file.  A simple download is all we require.  Thank you again.

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    Prod Squad

    Thanks for the information, Tracy!

    We'll share your request with the team.

    Thanks again,

    Carlo, Product Manager

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    Donna Hughes

    As an Admin for our brokerage we frequently need to download files from active transactions.  This function would be a huge time saver as the current method is laborious and dependent on the speed at which Skyslope is currently running at the time.  This can vary greatly and at times is quite slow.  

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