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Created By Scott Hack
RequesterMyself 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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1 Comments
SkySlope Support posted about 1 month ago Admin
Created By Prod Squad
AgentHi Scott,
My name is Gabby and I am part of our Product Team at SkySlope. Thank you for your suggestion! We are releasing Forms to Arizona soon but in the meantime, does your team use working docs? With Working Docs, you are able to create folders that could mimic a file. For example, let's say we're working with a property called 123 K Street. You could create a folder within working docs and title it "123 K Street." You can have your team email documents into your working docs area by using the email found under: my account then personal information. The email will be located in the upper right hand corner. When your team emails in documents, they will be uploaded to your working docs area under "personal docs." From there, you can add the documents you need into your 123 K Street folder. Once your agent has created a file in SkySlope, you can email any documents they need from the working docs area. If you have additional questions about working docs, please reach out to our Support Team. [email protected]
Happy SkySloping!
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