Ability to assign one document to multiple checklist requests

Posted 29 days ago by SkySlope Support

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S
SkySlope Support Admin

Created By Maria Kim

Requester

Would be much more convenient if we could assign one uploaded document to multiple requests on the checklist (in the case where the same document is requested in different sections) rather than upload the document multiple times.

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S

SkySlope Support posted 29 days ago Admin

Created By CB Premier File Review

Requester

Hi Maria,

If you use the Split feature you can do this. Even if the document doesn't need to be split you can still use the feature to accomplish placing one document in more than one section of the checklist.

Ashley

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