Emailing Documents to outside parties

Posted about 1 month ago by SkySlope Support

Post a topic

SkySlope Support Admin

Created By Heather Vest

Requester

It would be AWESOME if the contracts in the transaction appeared as the 1st options of people to email docs too.

Just now was trying to email a document to my closer who is NOT ONLY in the contacts but my "directory" but DOES NOT populate as someone to email too.

The likely hood of me emailing a RANDOM eXp agent who is not listed in the Transaction "Contacts" is less than 10%.....actually I think you have a better chance of buying a scratchoff and winning $500 thats how unlikely it is.

It would streamline the workflow. Thanks for listening and working to better this for us!

0 Votes

3 Comments

SkySlope Support posted about 1 month ago Admin

Created By Heather Vest

Requester

Yes, Kylee.

That is exactly what I am asking for. Again, the likelihood of me emailing random exp agents documents from my file are VERY slim, Though me emailing people from the transaction contacts is a 99.99% likelihood.

0 Votes

SkySlope Support posted about 1 month ago Admin

Created By Judy Smith

Requester

That would be ideal. Please make that happen.

0 Votes

SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Heather!

Kylee from the Product team here at SkySlope. Thank you for reaching out and providing this feedback! To confirm, would you like to see the contacts from the property file populate under the "To" line as a dropdown menu when you click the Documents tab > Email button? Or did you envision a different setup? Looking forward to hearing from you soon!

0 Votes