I've recently decided to use the Working Documents section. However, it's frustrating that I can't re-order the documents to prepare them to email out in order. I've been putting documents in different files that I've created. Now that I'm ready to send, they are all out of order and I can't do anything to get them in the order I need them in to email out. In Digisign, I am able to drag and drop to re-order my documents in the proper order. This would be very helpful.
I see no benefit to using working documents as opposed to just creating a personal file on my pc (which is what I have been doing previously) where I can drag and drop and then upload in order. It's actually easier to upload from my pc into digisign, then reorder, if needed. Using the working documents took me back a step.
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S
SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hi Michelle,
Ryan from the Product Team here at SkySlope.
Thanks for taking the time to share this feedback. It sounds like you're intending to use Working Docs as a way to store files and send them out through email, and in a specific order.
To better help us understand can give us some context of the situation?
Are you sending out docs that are boiler plate always the same and use working docs to hold them?
Are these docs property specific or tied to a file at all?
In what situation is the order of the docs important?
Created By Michelle Roberts-Freeman
RequesterI've recently decided to use the Working Documents section. However, it's frustrating that I can't re-order the documents to prepare them to email out in order. I've been putting documents in different files that I've created. Now that I'm ready to send, they are all out of order and I can't do anything to get them in the order I need them in to email out. In Digisign, I am able to drag and drop to re-order my documents in the proper order. This would be very helpful.
I see no benefit to using working documents as opposed to just creating a personal file on my pc (which is what I have been doing previously) where I can drag and drop and then upload in order. It's actually easier to upload from my pc into digisign, then reorder, if needed. Using the working documents took me back a step.
0 Votes
1 Comments
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi Michelle,
Ryan from the Product Team here at SkySlope.
Thanks for taking the time to share this feedback. It sounds like you're intending to use Working Docs as a way to store files and send them out through email, and in a specific order.
To better help us understand can give us some context of the situation?
Curious your thoughts! Thank you!
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