DigiSign - Replacing Documents & Retaining Entries

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Sam Slade

Requester

It would be great if you could replace a document in DigiSign without losing all the entries (initial/signature prompts, etc.) that you have entered. i.e. in another (competitor's) digitial signing platform, you can to swap out a document after preparing to send an envelope by just replacing it and then sending (all the original signing entries would be saved).

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6 Comments

SkySlope Support posted about 1 month ago Admin

Created By Chris Frederickson

Requester

I would appreciate if this was added as a feature.

I'm running into situations where I need to make a modification to a Contract and having to add new initials, dates and signatures to 11+ pages is painful.

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SkySlope Support posted about 1 month ago Admin

Created By Jennifer Adler

Requester

When is the update going to happen?! This is so annoying that it's been so long and no change.

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SkySlope Support posted about 1 month ago Admin

Created By Joseph Parker

Requester

I came here to add this feature request. This would be a huge time saver for me!

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SkySlope Support posted about 1 month ago Admin

Created By Jennifer Adler

Requester

Same answer to questions above - I agree wholeheartedly with OP.

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SkySlope Support posted about 1 month ago Admin

Created By Sam Slade

Requester

Hi Bailey,

Thanks for checking in! We frequently (i.e. maybe 1 in 4 envelopes) swap out documents while in the middle of a SkySlope envelope.

Examples (real life):

when preparing listing documents, have just about finished all the Seller entries for initials/signatures on all the documents when you receive an updated version (e.g. client changes a response on the Property Disclosure Statement that you had already completed with them in person OR client changes mind on price, etc.) so must now replace it in the envelope that was ready to be sent.

when preparing a counter offer, you upload Contract received from the other agent, start entries for your client to intial/sign and notice other agent included a personal client document that (only he but) your client shouldn't see. Need to extract it from your envelope and replace with just the Contract/documents that your client needs to review.

Hope this helps? In DocuSign you could swap out documents and the initials/signatures/etc. entries would remain there. So much so in fact, that if you replaced a document but perhaps the pages were different (order or number of them) the old entries would still be there even if they no longer matched the document! Still easier to move /delete initial/signature entries vs. entering all from scratch again especially if working with a 20+ page envelope.

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Sam!
Bailey from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! I have some questions for you:

How often do you find yourself having to replace a document in DigiSign?
What is usually the circumstance around having to replace a document in DigiSign?

The more information we can gather the better! Thanks again for providing this feedback.

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