Attach completed signed docs as a pdf to the final email. We have had to email clients the docs and had issues with the links to retrieve the documents. It will streamline the process if the completed documents are attached.
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SkySlope Supportposted
3 months ago
Admin
Created By Prod Squad
Agent
Hi All!
Tyler from the Product team here at SkySlope. I wanted to follow up here and let everyone know that signed docs in a completed envelope will now come back as a pdf! Please feel free to reach out if there are any questions!.
0 Votes
S
SkySlope Supportposted
3 months ago
Admin
Created By Prod Squad
Agent
Hi Molly!
Charleigh from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! We think that this is a great idea and would love to speak with you more about this. I'll have a team member reach out via email. In the meantime, I've documented your request and we'll also monitor this post for additional upvotes and comments.
Thanks again and have a great day!
0 Votes
S
SkySlope Supportposted
3 months ago
Admin
Created By Julianne Rawlins
Requester
100% agree with this! It is so time intensive to have to sign in and download documents!
0 Votes
S
SkySlope Supportposted
3 months ago
Admin
Created By Julianne Rawlins
Requester
100% agree with this! It is so time intensive to have to sign in and download documents!
0 Votes
S
SkySlope Supportposted
3 months ago
Admin
Created By Bill Burns
Requester
This is a must! I have agents say they may refuse to use the system without this.
Created By Molly Mullane
RequesterAttach completed signed docs as a pdf to the final email. We have had to email clients the docs and had issues with the links to retrieve the documents. It will streamline the process if the completed documents are attached.
0 Votes
5 Comments
SkySlope Support posted 3 months ago Admin
Created By Prod Squad
AgentHi All!
Tyler from the Product team here at SkySlope. I wanted to follow up here and let everyone know that signed docs in a completed envelope will now come back as a pdf! Please feel free to reach out if there are any questions!.
0 Votes
SkySlope Support posted 3 months ago Admin
Created By Prod Squad
AgentHi Molly!
Charleigh from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! We think that this is a great idea and would love to speak with you more about this. I'll have a team member reach out via email. In the meantime, I've documented your request and we'll also monitor this post for additional upvotes and comments.
Thanks again and have a great day!
0 Votes
SkySlope Support posted 3 months ago Admin
Created By Julianne Rawlins
Requester100% agree with this! It is so time intensive to have to sign in and download documents!
0 Votes
SkySlope Support posted 3 months ago Admin
Created By Julianne Rawlins
Requester100% agree with this! It is so time intensive to have to sign in and download documents!
0 Votes
SkySlope Support posted 3 months ago Admin
Created By Bill Burns
RequesterThis is a must! I have agents say they may refuse to use the system without this.
0 Votes
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