Organizing individual Files in "Documents"

Posted about 1 month ago by SkySlope Support

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S
SkySlope Support Admin

Created By Stephanie Long

Requester

I would like for you to make it so we can move files up or down in "documents" based on priority and that we can add additional folders or sub folders. Previously as a dotloop user we could add a listing folder, offer folder (for each offer), contract folder and closing folder in each transaction (more if we chose too, like correspondence folder) etc... This made it easy to organize and track documents, currently with Skyslope, I am not aware of how to do this. All documents just get put in one big jumble based on when they were added and i spend a lot of time trying to find which document i need. 

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SkySlope Support posted about 1 month ago Admin

Created By Lisa Perri

Requester

Yes....Please do this. Dotloop had this feature and it helped sooo much. PLEASE do this soon.

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SkySlope Support posted about 1 month ago Admin

Created By Debs Ochoa

Requester

Why wait for yes votes? OMG Just make this a thing.  We need to have the option to move the forms within a file. Just do it!

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SkySlope Support posted about 1 month ago Admin

Created By Tawni Prien

Requester

YESSS!!! This is a huge negative in my opinion for Skyslope!! Please listen. The other thing I find inefficient about the documents is that if escrow officers/agents have a signature card in their email, then Skyslope grabs that as an attachment and then it gets added to the docs. Hence the reason I DO NOT use the email associated with the files because it's hard enough finding what you uploaded let alone the stuff it grabs and adds to your documents automatically by using the email feature. 

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Stephanie,


Thank you for your suggestion! I understand the issue and we will be monitoring the forum for yes/up-votes on this topic.


Happy SkySloping,
Jessey, SkySlope Product Manager

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