Enable users to modify/extend expiration in Breeze for clients who are filling out disclosures (sounds like it is currently set to 5 days before expiration - it would be nice to be able to control this depending on the client and circumstance).
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S
SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hi Tracey! Bailey from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! Although this is not currently available, you are able to resend the Disclosure Packet and it will save the spot of the clients if they had already started. I've documented your request and we'll also monitor this post for upvotes and comments. Thanks again and have a great day!
Created By Tracey Henkels
RequesterEnable users to modify/extend expiration in Breeze for clients who are filling out disclosures (sounds like it is currently set to 5 days before expiration - it would be nice to be able to control this depending on the client and circumstance).
0 Votes
1 Comments
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi Tracey!
Bailey from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! Although this is not currently available, you are able to resend the Disclosure Packet and it will save the spot of the clients if they had already started. I've documented your request and we'll also monitor this post for upvotes and comments.
Thanks again and have a great day!
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