A client should be able to go back into Breeze and change an answer on a disclosure. More than once I've run into a client who filled out a question incorrectly but I haven't sent it to signatures yet. They shouldn't have to redo the whole disclosure to correct a questions prior to signing.
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SkySlope Supportposted
3 months ago
Admin
Created By Prod Squad
Agent
Hi Shannon!
Charleigh from the Product Team here at SkySlope. Thank you for reaching out and providing us with this additional context. I've recorded your feedback for our product management team to review.
Thanks again and have a great day!
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SkySlope Supportposted
3 months ago
Admin
Created By Shannon Spain
Requester
Seconding this. What exactly is the point of the pause between filling the doc out and signing the doc.... if not to use the pause to make corrections? Before the client signs off on the doc, they should be able to change their answers.
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S
SkySlope Supportposted
3 months ago
Admin
Created By Prod Squad
Agent
Hi Christina!
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'll be sure to provide an update on this upon availability.
Created By Christina Griffith
RequesterA client should be able to go back into Breeze and change an answer on a disclosure. More than once I've run into a client who filled out a question incorrectly but I haven't sent it to signatures yet. They shouldn't have to redo the whole disclosure to correct a questions prior to signing.
0 Votes
3 Comments
SkySlope Support posted 3 months ago Admin
Created By Prod Squad
AgentHi Shannon!
Charleigh from the Product Team here at SkySlope. Thank you for reaching out and providing us with this additional context. I've recorded your feedback for our product management team to review.
Thanks again and have a great day!
0 Votes
SkySlope Support posted 3 months ago Admin
Created By Shannon Spain
RequesterSeconding this. What exactly is the point of the pause between filling the doc out and signing the doc.... if not to use the pause to make corrections? Before the client signs off on the doc, they should be able to change their answers.
0 Votes
SkySlope Support posted 3 months ago Admin
Created By Prod Squad
AgentHi Christina!
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'll be sure to provide an update on this upon availability.
Thanks again and have a great day!
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