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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S
SkySlope Supportposted
5 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?
Created By W TC Team
RequesterSimilar 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.
0 Votes
1 Comments
SkySlope Support posted 5 months ago Admin
Created By Prod Squad
AgentHey there,
Thanks for providing this request. I have a few questions to better understand:
Thanks,
Jessey, SkySlope Product Manager
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