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Created By Taylor Vernon
Requester1. Ability to see when a client/colleague views a document.
2. Ability to assign a Skyslope Form directly to checklist/transaction prior to obtaining signatures.
3. Assigning fields directly from checklist interface (pop up). Essentially moving Skyslope & Digisign to one simple interface.
4. Ability to have select forms automatically attach upon agents creating a file/transaction, but appears as incomplete until executed. This would likely be more commonly used with brokerage forms.
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1 Comments
SkySlope Support posted about 2 months ago Admin
Created By Prod Squad
AgentHi Taylor!
Kylee from the Product team here at SkySlope. Thank you for reaching out! I've documented your feedback and we'll also monitor this post for upvotes and comments.
Regarding Item 1, you should be able to see document-viewing modifying activity under the Log tab in the property file. If you have any questions about this, please feel free to reach out to our Support team anytime. They're available via chat at support.skyslope.com, via email at [email protected], or via phone at 1-800-507-4117.
Regarding Item 3 - could you tell me a bit more about how you envision this? Would you like to be able to send a document attached to the Checklist out for signature via DigiSign?
Thank you!
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