DigiSigned Docs replace Checklist item

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Ryan Means

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If a document was assigned to a checklist item on a listing/transaction, and then was digisigned, the new digisigned document should replace (or at the very least be added) to that checklist item. When a manager is signing off on listing/transaction documents the document has already been assigned to a checklist item (otherwise they never see it in the first place), then once DigiSigned, the manager has to manually attach the digisigned copy back to that checklist item. Our managers are signing so many of these daily that it would double their time to re-add them to the checklist, which means they don't. Now if we download "checklist items" from an archived transaction the document doesn't appear to be signed by a manager, and the digisigned document has to be manually located and downloaded each time.

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