Copy Envelopes in DigiSign

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Katie Sengstake

Requester

It would be a HUGE time saver if you could copy DigiSign envelopes already created and sent (whether completed or not) to be able to re-use for similar signing.  As listing agents, we are often receiving offers rather than generating through sky-slope. We need to upload them to DigiSign and assign all of the signature/initial/date fields for each page of the document.  Sometimes, especially in this market, we have 20 offers....so you can imagine how time consuming it is to have to do this on 11+ pages for 20 offers.  In DocuSign, you can just duplicate the envelope and replace the document needing signatures with a new one.  Big time saver. You can also decide to save the envelope as a template if you use it often enough. This is one reason I may keep DocuSign for a while until this feature can be added to DigiSign. Thank you for considering it!!

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SkySlope Support posted about 1 month ago Admin

Created By Eric White

Requester

Hello Prod Squad,

I agree with Katie and I am looking for the ability to "Duplicate" an envelope (as can be done in Docusign). Is there any update/solution as this was posted 2 years ago.

Thank you!

Eric

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Katie!

Charleigh from the Product team here at SkySlope. Thank you so much for taking the time to leave this feedback! This is something that is on our radar and our team is currently working on a template tool similar to what you described. We will be sure to keep you updated as this feature is released!

Thank you so much and have a great day!

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