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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4 Comments
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SkySlope Supportposted
6 months ago
Admin
Created By Lisa Perri
Requester
Yes....Please do this. Dotloop had this feature and it helped sooo much. PLEASE do this soon.
0 Votes
S
SkySlope Supportposted
6 months 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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S
SkySlope Supportposted
6 months 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.
0 Votes
S
SkySlope Supportposted
6 months 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.
Created By Stephanie Long
RequesterI 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.
0 Votes
4 Comments
SkySlope Support posted 6 months ago Admin
Created By Lisa Perri
RequesterYes....Please do this. Dotloop had this feature and it helped sooo much. PLEASE do this soon.
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Debs Ochoa
RequesterWhy 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!
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Tawni Prien
RequesterYESSS!!! 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.
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi 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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