I have suggested this before with no response. I would like a way to merge wither the checklist items or documents items into 1 PDF file. Both Sureclose and Paperless Pipeline have this available. It makes it much easier when you want to print, burn to a CD or save a file to a zipdrive. As of right now I have to send 1 document at time to accomplish this. Clients need to be provided with a copy of the closed file and sending them a link to access documents is not the best way to do it. How many people are going to save a link emailed to them for years...
Colleen
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SkySlope Supportposted
6 months ago
Admin
Created By Ash Barber
Requester
Hi, this looks like this is the same topic as this other thread about combining documents. Are these upvotes being considered together? I know there have been a few other threads on the subject too.
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S
SkySlope Supportposted
6 months ago
Admin
Created By Sandy Williams
Requester
Obviously this person has asked this question and nobody has answered. It is a pretty common question since you cannot zip a file and have it read through this system.
Created By Colleen Adkins
RequesterI have suggested this before with no response. I would like a way to merge wither the checklist items or documents items into 1 PDF file. Both Sureclose and Paperless Pipeline have this available. It makes it much easier when you want to print, burn to a CD or save a file to a zipdrive. As of right now I have to send 1 document at time to accomplish this. Clients need to be provided with a copy of the closed file and sending them a link to access documents is not the best way to do it. How many people are going to save a link emailed to them for years...
Colleen
0 Votes
17 Comments
SkySlope Support posted 6 months ago Admin
Created By Ash Barber
RequesterHi, this looks like this is the same topic as this other thread about combining documents. Are these upvotes being considered together? I know there have been a few other threads on the subject too.
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Sandy Williams
RequesterObviously this person has asked this question and nobody has answered. It is a pretty common question since you cannot zip a file and have it read through this system.
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