Working Documents Requests

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Michelle Ellenson

Requester

I do have a request. This request (I might have made some version of this request before but I can’t remember) is for the Working Documents section of SkySlope. We like to use SkySlope as a One-Stop-Shop for our agents. This encourages them to spend time in SkySlope as it’s not this “scary” place they are hesitant to use. Using SkySlope is required for all our agents but we just want them to be comfortable using for all aspects of their career. There are three items I would ask you look at to tweak.

Remove the underscores when titling a document. This really messes up the “vibe” of this whole section of SkySlope. The underscores make this area “messy” somehow and hard to read. Many of our agents do not like this area because of the underscore and will choose NOT to use.

We ask you add a search option for Working Documents. We know you have a search option for finding files on the way top of the entire website but we ask you put in a search option for this section. We have a lot of different folders that grant us a centralized location for our agents to find anything they might need to further their business, save time and work seamlessly. For this reason, we add in our company logos, Facebook banners, fillable forms, local MLS data, covenants, etc. This section is essential to our agents but since they can’t do a quick search they end up spending WAY too much time looking for a certain document. An example is: The Covenants folder has 20 pages and might not be in alphabetical order so our agents are looking through pages of documents that are hard to read because of the underscore between each word and that just makes them frustrated. Agents that get frustrated using an app or website stop using that app or website, trust me on this. If we could have a search option then the agent could put in the subdivision and search. This would help IMMENSELY!!

And finally, we wish that each section we create would automatically alphabetize instead of the newest on top. This would help when searching for documents and with the covenants I mentioned earlier that have 20 pages. If this was alphabetized we would find what we were looking for immediately. Each section should be alphabetized and not each page.

I wasn't sure whether to put Admin/Broker Feature Request or Agent Feature Requests but as this is more for our agents I put Agent Feature Request even though I am admin.

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2 Comments

SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Michelle,
This is Yousef, from the product team at SkySlope.

First, thank you for taking time sharing with us your feature requests.
I also agree with you that we want SkySlope to be as simple and powerful as possible for our users, including agents.

Some of your suggestions are small, but due to the significant number of suggestions we get, we have to prioritize based on what is more painful to our users and customers, what creates the most value, and how many users will be affected by the change.

1. Remove the underscores when titling a document: I understand the concern, here is a question to help me understand how bad this is: on a scale 0-10, how would you rate the pain of seeing the dashes in the title? 0 Meaning agents don't mind it at all, and 10 meaning: agents are frustrated.

2. We ask you to add a search option for Working Documents: This makes sense if a customer is using the Working Documents as a centralized location for many documents. I need to understand your use case a little bit more. Could you please answer the following question: How often do agents use this section? This is a question to both of us, I'll check from my end, but it would be helpful to also understand it from yours too. Is this a daily thing they do? Weekly?

3. And finally, we wish that each section we create would automatically alphabetize instead of the newest on top: Make sense, how would you rate this pain point? 1-10 again, where 0 means no pain at all, and 10 means so painful to the point where the agent is confused and frustrated. Also, would adding a search (previous feature request) resolve this issue? Or do you still think it is valuable even if we add the search feature?

Thanks,

Yousef

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SkySlope Support posted about 1 month ago Admin

Created By Gilmourlead

Requester

Yes! I agree. I just got off from a Chat about most of this.

I HATE the underscores. It literally makes it hard for me to use the documents section. It's vital for me to use ( ) in my document names and that tab doesn't like it. For instance, I type (need b) AD, when I need a buyer side signature for document called AD. But the documents tab won't let me type parentheses. When I get a fully executed document, then I remove the ( ) and add a decimal point, such as .AD

Alphabetizing documents or sorting them is very important! In Dropbox when I alphabetize, all the ( ) items come to the top and I can see what still needs signatures.

I think a search would be great too.

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