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Reduce Steps to View Document sent via DigiSign integration with Skyslope

Posted 5 months ago by SkySlope Support

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S
SkySlope Support Admin

Created By Debbie Souza

Requester

This is feedback on the use of DigiSign Integration with Skyslope. Can it be programmed that when someone sends a document to someone via email for them to view that it is attached to the email. It is a waste of time and frustrating that there are extra steps to view or receive the document.

Currently you have to click on the link that states to view it then opens a webpage and then you have to download it. This is 3 extra steps compared to DocuSign that has the document being sent in the email.

Thank you,
Debbie Souza
RE/MAX Gold

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1 Comments

S

SkySlope Support posted 5 months ago Admin

Created By Prod Squad

Agent

Hi Debbie,

Thank you for taking the time to submit your feedback and describe this pain point in your workflow. I'm not as familiar with DocuSign, but I assume the viewers only get the email once all parties have signed, is this correct? Is there ever a point where the viewer would want to/need to view the document before it is signed or while in progress?

Looking forward to hearing back, thank you Debbie!

- Megan Lutes, Product Manager

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