Move Signed "No Property" Docs to File After One Is Created

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Alex Berry

Requester

When you have documents signed without a property to attach them to, they are saved in Digisign. Once a property file is created, there should be a way to simply transfer the signed documents from Digisign to the file. Currently you have to save the signed docs to your computer then transfer them back to the file. 

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Alex,

 

Eric, one of the Product Manager's at SkySlope, here! Thanks for taking the time to submit this. Good news! You can achieve this. All completed documents sent without a property assigned will show up in the Working Documents (under Personal Documents) section of your account. Select the document and then click "Assign." From there, you will be able to select the property you want to assign it to.

 

Check out this video showing how to use this feature: https://support.skyslope.com/hc/en-us/articles/115000759892-Working-Docs-Agent-Overview

 

If you have any other questions about this, please feel free to reach out to our support team.

 

Eric M., Product Manager

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