Send an attachment vs. link with completed documents

Posted about 2 months ago by SkySlope Support

Post a topic

S

SkySlope Support Admin

Created By Wendy Dufay

Requester

It would be helpful if there was a setting or option to have completed documents delivered via an attachment rather than a link. The links are often not understood by clients and/or brokers. Thanks!

0 Votes

5 Comments

S

SkySlope Support posted about 2 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 Support posted about 2 months ago Admin

Created By ANNA MICHAEL

Requester

When updating the Agent, it would be wonderful if we could attach a required form.

0 Votes

S

SkySlope Support posted about 2 months ago Admin

Created By Prod Squad

Agent

Hi Dana!

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 we'll also monitor this post for upvotes and comments. We appreciate the additional information!

Thanks again and have a great day!

0 Votes

S

SkySlope Support posted about 2 months ago Admin

Created By Dana Santerre

Requester

I agree with Wendy. When the "all signed" email comes back, it should have the pdf of the signed documents attached to that email. Currently you have to click with the window, wait for a pop up, then have a pdf appear that you can save. The pdf is what you want to forward to other agents, attorneys or clients. You don't want them to have to try to open and download it.

0 Votes

S

SkySlope Support posted about 2 months ago Admin

Created By Prod Squad

Agent

Hi Wendy!

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:

When you are sending these completed documents, is it through an email via the documents tab in SkySlope?
Would it be beneficial if when the link was delivered it also had a pdf attachment of the completed documents?

Thanks again and have a great day!

0 Votes

Login or Sign up to post a comment