Add docs to a bundle once created

Posted about 1 month ago by SkySlope Support

Post a topic

SkySlope Support Admin

Created By Windermere Real Estate - Utah

Requester

It would be really helpful to be able to add documents to a bundle once it has been created, so it can be updated throughout the transaction. So the client can go to the link at anytime during the transaction and see any new documents that they have signed.

0 Votes

1 Comments

SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Thanks for your feedback!

We are always looking at ways to support agents and customers through the full lifecycle of a transaction.

You can use our signing tool, DigiSign, to send a copy of any document to a client. Simply include them as a non-signer on any document you're sending for signature. I recommend taking advantage of this feature.

To better understand your request, can you help answer a few questions?

Who is typically uploading documents to the document bundle?
What files are you typically uploading to a document bundle? Unsigned? Signed? Fully executed?
When does this person share files with a client? After each upload? After each signature?

Thanks again,

Carlo, Product Manager

0 Votes