Saving a Digisign Document for review before sending.

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Ericka Cardice

Requester

I have an agent asking if in Digisign, their assistant could get a document ready for signature for a customer, but instead of sending to the customer, can they save the document for the agent to review first? I was told that this wasn't possible at this time, but it sure would be a great feature!

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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 for reaching out! At this time, I have no update to provide. I will get your feedback to our product management team for their review!

Thanks again and have a great day!

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SkySlope Support posted about 1 month ago Admin

Created By Katie Browning

Requester

I would like to see a way to review document prior to sending to recipient for signing. Has that been made available?

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Ericka,

Kallie from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! I've documented your request and also had a few questions for you:

Would it be helpful for the agents requesting to review, to receive an email or notification once the packet is prepped?
Where or how would you like to see the saved documents displayed?
Would it be beneficial if the agent was notified when a draft is saved for them to review it there instead of placing the document in a new tab or section?

Thanks again and have a great day!

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