Forms - Automatic Signature

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Colleen Blondell

Requester

When I send an envelope for signatures - after filling out the document and making sure the signatures / dates / initials are in the right places, I hit send for signatures. A box comes up that says "You have documents to sign" and the text box says "Your documents are ready to review and sign".

It would be GREAT if I my signature with my name, phone number & email was automatically inserted. I have to type it EVERY time I send a document.

Thanks

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Colleen!

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:

Would it be helpful if the agents had this autofill feature of signatures for the appropriate sections prior to sending it to the clients?
Would you still find it beneficial if the agent received a pop-up for them to sign the sections manually or an option for it to autofill appropriate signatures for them?

Thanks again and have a great day!

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