Signers Ability to Save and Exit

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Bryan Hoffman

Requester

Currently, there is no option for clients filling out forms to "save and exit".

If I package multiple documents together into one envelope for signatures or checkbox completions (e.g. residential property disclosure, mineral and oil and gas rights, listing agreement, etc.), then clients have to 1) complete everything in one sitting, and 2) complete it before their session times out.

Since there is no "save and exit" feature for signers, it seems we are forced to split documents up into multiple envelopes just so clients can fill them out entirely before moving on to the next one.

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi All!

Tyler from the Product team here at SkySlope. Thank you for the added context. I will document all of this feedback and pass it along to the DigiSign team! Please feel free to reach out if there is any additional feedback.

Thank you!

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SkySlope Support posted about 1 month ago Admin

Created By Tracy Hare

Requester

Yes. A "Save for Later" button along with the autosave would make it abundantly clear to the signer that they could take a little break with full confidence that their work wouldn't be lost.

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SkySlope Support posted about 1 month ago Admin

Created By Bryan Hoffman

Requester

Thanks, @Kallie.

I think each signer should have a save option, yes.

Currently, I can check the status of an envelope by how many people have finished it. I would say if we can just click on the envelope and it shows someone’s progress as incomplete or not started, then that would be sufficient.

Best would be Tracy’s suggestion for an autosave, akin to OneDrive or Google Docs behavior.

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SkySlope Support posted about 1 month ago Admin

Created By Tracy Hare

Requester

Since nobody ever added to this...

It would be great if DigiSign just autosaved the progress so that, in any event, the work already completed would be there when the envelope was reopened. Some of those "Any Events" are:

My laptop died
My internet connection flaked out on me
My power went out
SkySlope's server went down
I had to pick up my kids from school, make dinner, answer the door, you get the picture.
I had to go search for information needed to complete the Seller's Disclosure and my session timed out.

That last one is a kicker. There are hundreds of questions on a Seller Disclosure. I recommend that agent's send that form out all by itself so that the seller can take their time filling it out (at least I did when we used DS, because it autosaves). Now, I have to recommend to my agents that they tell their clients ahead of time to have a couple hours set aside, or print it and fill it out by hand.

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Bryan!

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 couple of questions for you:

To confirm, would you like to see a save and exit button shown while each signer is completing their forms?
Where would you like to see the incomplete forms displayed that are saved to be completed later?

Thanks again and have a great day!

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