Working docs

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Mandy Timmons

Requester

This screen should show the list of docs in the file in a smaller format so the entire list can be viewed on the screen without having to scroll.  It is very hard to view at a glance if everything is there.  

Also, we should be able to delete docs from this screen without having to go to ZipForms and then come back.  

 

 

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SkySlope Support posted about 1 month ago Admin

Created By Mandy Timmons

Requester

Thanks for the follow-up.  I am referring to the ZFPlus screen in working docs.  You can see from the screen shot below that you can only see a small section of the maybe 20 docs in this transaction, so it is hard to tell at a glance if I am missing anything because I have to scroll down several screens.  Maybe just make it more a more compact view.  I know these doc names are coming from ZF and you can't control that, but if I am wishing, it would be wonderful if I could map a "Nickname" in SS since these have all of the long drawn out legal names from ZF - 

 

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SkySlope Support posted about 1 month ago Admin

Created By Tyler Smith

Agent

HI Mandy - Can you provide some additional information here for us? 

 

This screen should show the list of docs in the file in a smaller format so the entire list can be viewed on the screen without having to scroll.  It is very hard to view at a glance if everything is there.  Are you referring to a zipForms which is located in working docs or another folder/section? 

Also, we should be able to delete docs from this screen without having to go to ZipForms and then come back.  Unforeantualy we are limited to zipForms API and they don't allow for you to remove documents. This is why we put a Single Sign-on to zipForms directly so you would not have to log in separately. My understanding is this will be improved at some point in the future, however it stands like this currently. 

 

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