Other Contacts Automatically Included in File set-up

Kevin Majeski

• August 07, 2022 17:48

Answered

My request is to make it possible to AUTOMATICALLY include OTHER CONTACTS to a new file as the file is being created (rather than add them later as a contact).

I frequently need to add other contacts and would love it if this was already part of the file contact at the beginning of file set-up.

• 

  Prod Squad

  • August 08, 2022 14:16

  Official comment

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  Hi Kevin!

  Charleigh from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! Question for you, are you referring to file set up in SkySlope Digital Transaction Management, Forms, or DigiSign? And to confirm I'm understanding your feedback correctly, you'd like to input any additional contacts immediately after the clients, agent on other side, and so on?

  Looking forward to your reply! Thanks again and have a great day!

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  Kevin Majeski

  • August 08, 2022 15:26

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  I'm referring to Forms.

  Please see this chat dialog with Support:

  https://www.dropbox.com/s/xo2wff7akp6xp9p/Kevin%20Majeski%20Realtor%20Mail%20-%20%5BSkySlope%20Support%5D%20Re_%20Chat%20with%20Kevin%20Majeski.pdf?dl=0

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