It would be nice to name the envelopes when we are sending them out for signatures prior to them being created in the system. If the TC does not create the file fast enough the address or property is not in there to select to send off more docs to sign. Then you are stuck looking into every completed job to find the one you are looking for. I wish it was easier to find paperwork that has been completed. Even if it has the clients last name, at least you can find it.
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SkySlope Supportposted
3 months ago
Admin
Created By Prod Squad
Agent
Hi Tanya!
Tyler from the Product team here at SkySlope. We appreciate your valuable thoughts and feedback on naming/renaming the envelope. We are delighted to inform you that this feature is now live! Kindly share with us any further feedback you may have. Thank you for your continued support!
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S
SkySlope Supportposted
3 months ago
Admin
Created By Prod Squad
Agent
Hi Tanya,
Tyler from the Product team here at SkySlope. Thank you for the feedback! This is something the DigiSign team is thinking about. I will document this feedback and pass it along to the DigiSign team! I will also continue to monitor this post for comments and upvotes.
Created By Tanya Peterson
RequesterIt would be nice to name the envelopes when we are sending them out for signatures prior to them being created in the system. If the TC does not create the file fast enough the address or property is not in there to select to send off more docs to sign. Then you are stuck looking into every completed job to find the one you are looking for. I wish it was easier to find paperwork that has been completed. Even if it has the clients last name, at least you can find it.
0 Votes
2 Comments
SkySlope Support posted 3 months ago Admin
Created By Prod Squad
AgentHi Tanya!
Tyler from the Product team here at SkySlope. We appreciate your valuable thoughts and feedback on naming/renaming the envelope. We are delighted to inform you that this feature is now live! Kindly share with us any further feedback you may have. Thank you for your continued support!
0 Votes
SkySlope Support posted 3 months ago Admin
Created By Prod Squad
AgentHi Tanya,
Tyler from the Product team here at SkySlope. Thank you for the feedback! This is something the DigiSign team is thinking about. I will document this feedback and pass it along to the DigiSign team! I will also continue to monitor this post for comments and upvotes.
Thanks!
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