Folders within Listings and Transactions

I'm onboard with this idea as well. The checklist(s) should be used by the brokerage for organizing their docs. In Rooms for Real Estate (Docusign), our staff is only concerned with the items in the checklist. We leave everything else in the transaction (room) alone.

I know other brokerages might micro-manage this. It might even make for a few extra agent support requests on your end, but the benefit to the rest of us would be well worth it. Just have all of your support reps use a canned reply for "I can't find my document."

Hi Danielle!

Kallie from the Product Team here at SkySlope. Thank you for reaching out and providing us with this additional context! This is definitely on our teams' radar. We will be sure to provide a better update on this once available!

Thanks again and have a great day!

It appears that this has 'been in the works" for over 5 years now. 
I think I made the same exact suggestion 3 years ago now. Along with a dozen other "feature ideas" to make Skyslope more efficient.   I desperately need to be able to add my OWN folders in the document tab. All we have is MAIN DOCUMENTS and TRASH.... not convenient at all when you have multiple offers, multiple back-up offers, Re-Listings, expired and misc paperwork on one property and cannot separate anything.. other then dumping into trash. 

Hi David,

Thanks for taking the time to comment on this post. We are always looking for ways to optimize our products and having the ability to organize documents in folders within SkySlope and SkySlope Forms is on our radar! In the meantime, I've documented your follow-up and we will continue to monitor this thread.

Have a great day!

Kasey, Product Operations

Agree to folders within files, at least for SkySlope Forms. Having the ability to organize DigiSign'ed documents or to distinguish between buyers/sellers would be stellar.

Agreed, the "Documents" list of files is one of the least user friendly sections of the site. For starters, Listing and Transaction docs should be separate. There should also be a section for DigiSign'ed docs for that property.

Hi Michelle - We have played with this in the past and have had some challenges with Admin side of file vs. Agents side of the file. The challenge is that you may want to organize files different than an agent or vice-versa. When we tested this an Admin would organize things and the agent would contact support asking where they can find their documents because they didn't look in the folders.  I will talk with our engineering team and see how we can allow for either side to organize things to their preference where it would only affect the users organizing things.