Myself or my office staff somtimes need to add documents to files that do not exist yet. This workflow might change if/when the internal form platform rolls out to my state. But for now, we use Authentisign to create our transactions and then push them into SkySlope to use DigiSign to sign them. Doing this quickly means that most of the agents are not creating a transaction file for something that might not get accepted. But once it does get accepted I quickly end up with an earnest money check that i want to add to the file that doesn't exist yet because the agent hasn't done it yet. I'd love to be able to create a quick file for the transaction that gives me an email to send docs to... and let the agent log in later and add the client's info, contract details, etc.
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