Hi there, I'll do my best to explain :) . Sometimes I will scan in let's say, 10 documents into the document section of SkySlope. Each of these documents have the scanner names such as 123scan.pdf (instead of say, Request for Repair.) . When we go to split and assign these documents, a new document with the proper name and a paperclip appear, but the original document with the funky scanner name stays there. From there, it's a guessing game trying to remember which document you have already split and assigned and which you haven't. I am curious if there's a way to bold the original documents after splitting and assigning them, or even move them to the bottom. Thanks for your consideration!
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S
SkySlope Supportposted
5 months ago
Admin
Created By Prod Squad
Agent
Thanks for your feedback, Summer!
I'm hoping you can answer some questions to clarify your request -
The Split and Assign functionality will automatically rename files based on the name of the checklist item, as you suggested when you said, "...a new document with the proper name and a paperclip appear..."
I am having trouble following where you still see the original document appear. Feel free to upload screenshots, so we can capture your request :)
Created By Summer Weber
RequesterHi there, I'll do my best to explain :) . Sometimes I will scan in let's say, 10 documents into the document section of SkySlope. Each of these documents have the scanner names such as 123scan.pdf (instead of say, Request for Repair.) . When we go to split and assign these documents, a new document with the proper name and a paperclip appear, but the original document with the funky scanner name stays there. From there, it's a guessing game trying to remember which document you have already split and assigned and which you haven't. I am curious if there's a way to bold the original documents after splitting and assigning them, or even move them to the bottom. Thanks for your consideration!
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1 Comments
SkySlope Support posted 5 months ago Admin
Created By Prod Squad
AgentThanks for your feedback, Summer!
I'm hoping you can answer some questions to clarify your request -
The Split and Assign functionality will automatically rename files based on the name of the checklist item, as you suggested when you said, "...a new document with the proper name and a paperclip appear..."
I am having trouble following where you still see the original document appear. Feel free to upload screenshots, so we can capture your request :)
Thanks again,
Carlo, Product Manager.
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