Email final docs

Posted about 1 month ago by SkySlope Support

Post a topic

SkySlope Support Admin

Created By Molly Mullane

Requester

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.

0 Votes

5 Comments

SkySlope Support posted about 1 month 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

SkySlope Support posted about 1 month 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

SkySlope Support posted about 1 month 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

SkySlope Support posted about 1 month 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

SkySlope Support posted about 1 month ago Admin

Created By Bill Burns

Requester

This is a must! I have agents say they may refuse to use the system without this.

0 Votes