Uploading Docs by dragging directly to checklist line item while using the quick audit feature

Posted 6 months ago by SkySlope Support

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SkySlope Support Admin

Created By W TC Team

Requester

Similar to the drag and drop feature that was just enabled for the checklist, but add this feature so auditors are able to do this from the quick audit screen as well.

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SkySlope Support posted 6 months ago Admin

Created By Prod Squad

Agent

Hey there,

Thanks for providing this request. I have a few questions to better understand:

What documents do your auditors upload within Quick Audit?
Why are your auditors uploading documents to the agent's files?
Why are the agents not uploading the missing document to their checklist?
Are the TCs in your brokerage created with an auditor role type?
Does your office work in teams where the team lead audits the files?

Thanks,

Jessey, SkySlope Product Manager

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