It would be nice to have the ability to change the order of documents in the folders within the Office Docs section. We have multiple pages of documents that we upload to that space and it can get confusing for the agents to try and find the doc they need.
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SkySlope Supportposted
6 months ago
Admin
Created By Michael Urie
Requester
I agree, I know it would be greatly beneficial to have the ability to rearrange these documents. I would like to put the most used documents at the top. I truly hope this can be done.
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SkySlope Supportposted
6 months ago
Admin
Created By Marni Yeoman
Requester
Ryan, thanks for your quick response! That is definitely something we are interested in. Is that coming out with the updates or is it something separate? Looking forward to this! Thanks again!
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SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hi Marni,
Ryan from the Product Team here at SkySlope.
I took a look at your Office Docs section and can definitely see what you're talking about! We'll add it to our feedback list and monitor this for upvotes.
In the meantime, we have a pretty a cool new Forms product coming out soon you may be interested in. It allows you to take these documents and put them in a library for your agents to use. It also takes information typed into one doc and automatically puts it on all the other docs. It reduces a lot of duplicative entry for the agents.
If you're interested, feel free to comment back here or let your Customer Success Manager know and we can provide more info!
Created By Marni Yeoman
RequesterIt would be nice to have the ability to change the order of documents in the folders within the Office Docs section. We have multiple pages of documents that we upload to that space and it can get confusing for the agents to try and find the doc they need.
0 Votes
3 Comments
SkySlope Support posted 6 months ago Admin
Created By Michael Urie
RequesterI agree, I know it would be greatly beneficial to have the ability to rearrange these documents. I would like to put the most used documents at the top. I truly hope this can be done.
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Marni Yeoman
RequesterRyan, thanks for your quick response! That is definitely something we are interested in. Is that coming out with the updates or is it something separate? Looking forward to this! Thanks again!
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi Marni,
Ryan from the Product Team here at SkySlope.
I took a look at your Office Docs section and can definitely see what you're talking about! We'll add it to our feedback list and monitor this for upvotes.
In the meantime, we have a pretty a cool new Forms product coming out soon you may be interested in. It allows you to take these documents and put them in a library for your agents to use. It also takes information typed into one doc and automatically puts it on all the other docs. It reduces a lot of duplicative entry for the agents.
If you're interested, feel free to comment back here or let your Customer Success Manager know and we can provide more info!
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