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Created By Patti Mott
RequesterWhen we upload a pdf specifically an AS IS CONTRACT received from an outside agent, and we send it to our customers, they review and decide to counter offer. When I go to update the contract, I do the following:
1. Upload into their envelope.
2. Place a strikethrough on the offer purchase price
3. Put a text field with our counter offer and put initial boxes for my customers.
The problem is when my customers review the updated document, only one customer sees the counter offer. The other customer is initialing a blank space. This is UNACCEPTABLE because it just can't be. What can be done?
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1 Comments
SkySlope Support posted about 1 month ago Admin
Created By Prod Squad
AgentHi Patti,
Thank you so much for taking the time to reach out! We understand that it can be frustrating when things don't work as expected. Our team is rolling out an improved version of DigiSign that will improve this experience. In the meantime, it sounds like ordering your packet may be a potential work around. I'll outline instructions for both below.
When preparing for signature, add an additional signer group. You'll want to assign the "read-only" text to whichever signer you put in position 1. This will ensure that both signers see any edits.
Another potential work around is to send out packets via SkySlope Forms. You can upload PDFs to Forms and select "Prepare Signature." Once in this stage, you can add text that all parties will be able to see. Use a text field and select "Read Only" to use this feature.
If you have any questions, please feel free to reach out to our Support team anytime! They can be reached via chat at support.skyslope.com, via email at [email protected], or via phone at 1-800-507-4117.
Thanks again and have a great day!
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