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Created By Sheri Anthes
RequesterI have some agents in our office that would like to get reminders emailed to them when someone still hasn't signed.
0 Votes
6 Comments
SkySlope Support posted about 2 months ago Admin
Created By Prod Squad
AgentHi Dawne,
Tyler from the Product team here at SkySlope. Our team is actively thinking about this and how we would implement it! I will check in with the team and post here again when I have more information.
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By Dawne Anderson
RequesterI would like this option as well. As our staff people often send multiple docs out for multiple agents, it's hard to remember to keep bugging the signers to complete it. It would be nice if we could set a reminder in our profile that "Remind me every XX hours/days when a document I have sent has still not been signed" or something along those lines. Thanks.
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By Joseph Ballarino
RequesterYes, the reminders and expiration should be customizable and optional. For notifications, just use the same email notification options you have now.. add them to the options area.
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By Prod Squad
AgentHi Joseph!
Bailey from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! Automatic reminders are a great idea. A few questions for you: In terms of the duration of time between the reminders as well as the expiration date, are you imagining those as being customizable? And how would you like to be notified that an automatic reminder was sent (ie. in an email, notification in SkySlope, etc.)?
Thanks again and have a great day!
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By Joseph Ballarino
RequesterWhen setting up the envelope we should have options to add automatic reminders every X # of days.. and then also an expiration date that if it goes unsigned by that date it cancels the envelope.. this is a basic function that needs to be added. And it should notify the creator that I reminder was sent and if it expires.
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By Prod Squad
AgentHi Sheri!
Kylee from the Product team here at SkySlope. Thank you for bringing this to our attention! Did the agents in your office have a specific interval in mind for these reminder emails that would be most helpful (daily, weekly, etc.)?
Looking forward to hearing from you soon :)
0 Votes
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