Adding Folders

Posted 3 months ago by SkySlope Support

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SkySlope Support Admin

Created By Matt Johnson

Requester

I use Digisign for most correspondence throughout the transaction. It would be nice to have folders that would help with organizing the documents. Very helpful.

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2 Comments

SkySlope Support posted 3 months ago Admin

Created By Bryan Crawford

Requester

I like to use multiple folders so that I can divide offers. We may have 10 offers on one house and I really like to file each offer in its own folder organized by Broker Name and Buyer last name. This allows us to keep a lot of chaos on order.

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SkySlope Support posted 3 months ago Admin

Created By Prod Squad

Agent

Hi Matt!

Thanks for taking the time to submit this feedback. This is a really interesting idea that I would love to explore further. I have a couple of follow-up questions for you:

Can you tell me more about how you imagine structuring your folders? Would it be based on any specific data?
Would you expect to create envelopes from within a folder or move there after sending/completion?
Do you come back to DigiSign to locate a document after it has been signed or do you go to the transaction?

Thanks,

Eric, Product Manager

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