Digisign auto add to checklist

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Mindy Marigny

Requester

When sending out a document for digisign it would be nice if that document is originally assigned to the checklist and needs signatures that after those signatures are complete that it automatically assigns back to checklist item.

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hey Mindy,

I have a few questions to better understand this request. In this scenario, you would like to assign the blank document to a checklist item, then have it signed, and once signed/completed have that new document uploaded to that same checklist item? Is that correct? Would you then remove the blank document from the checklist item? Or do you wish our checklist was smart enough to remove the blank and only have the completed document attached to that checklist item?

I look forward to hearing back from you to ensure I understand your request fully.

Thanks,

Jessey, SkySlope Product Manager

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