Preparing docs for signatures

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By John Walke

Requester

I believe some of these you are already working on, but I will list them for my record:

1. Saving in draft to return to, the preparing for signatures envelope.

2. Once I think all places are tagged, like the product you have from before, being able to quickly review all pages for proper tagging, by seeing a scroll up/down sidebar with thumbnails of each page showing tagging or not.

3. when selecting docs for envelope, why is the circle icon at top left to click so light/ faded? why can't it be made bolder easier to see?

4. once in tagging docs, I see I included an unnecessary form, and I want to delete it without losing my other work.

4. when in tagging, I notice I failed to add a recipient like myself, as I had thought I had previously signed, but now see a form I failed to sign, and want to add myself as a recipient,

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi John! Kylee from the Product team here at SkySlope. Thank you for reaching out!

Point #1 (Drafts) - this is currently on our roadmap.
Point #3 (Circle Icon) - I've documented this feedback for our Forms team.
To clarify, in points 2, 4, and 5, by "tagging", are you referring to placing signatures/initials/dates signed onto the document? Or are you referring to a different workflow? Any information or screenshots you could provide would be helpful!

Looking forward to hearing from you soon!

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