Digisign integration

Posted 6 months ago by SkySlope Support

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SkySlope Support Admin

Created By Wes Brewer

Requester

I work out of a lot of my "working documents" files... I like how you can select the files that are in those files to get digisign.... but if you haven't set up a "transaction" file... or listing file... you can't request where those documents are to go... it only says "No Property".... it would be so helpful to have a tab that you add... "go back to the source file" this would send it back to the working file.... where the ones that are not signed in.... This would be so helpful... as now.. I have to download them on my pc and then upload them into my working file they came from...

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SkySlope Support posted 6 months ago Admin

Created By Prod Squad

Agent

Hi Wes,

Thank you for the feedback. So it sounds like you are looking for your signed documents to have a home in SkySlope if they are not associated with a transaction or listing yet. Is that correct? If so, I have a few follow-up questions for you:

What are some examples of the types of documents you're sending for signature that are not related to a file? Are they your broker forms? Utah Association of Realtors forms? Something else?
You mentioned you work out of your working documents "a lot". Can you give me a rough estimate of how many forms you're having to save to your desktop per client or per transaction or per day?

I noticed your broker forms are being housed in the Office Docs area - we have a Forms product launching soon that could be the perfect solution to the issues you're experiencing. I look forward to your response.

Thank you,

- Megan Lutes, Product Manager

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