I am trying to organize my documents to add to the checklist section. I uploaded the required documents then prepared them for my client's signatures. Then they were returned signed by all parties. Sooo, I now have 3 copies of that same file in my documents. Is there a way to manage/organize those? I am having to rename each one then send to Trash. Reason I am renaming them is that if I need to find it again for some reason, I'll know which version it is - meaning the uploaded version, the version prepared for the client to sign or the executed copy. HOpe this makes sense. I think if SkySlope can create folders with the Documents tab, that would help. That is how Dotloop is set-up and it was a good way to organize files.
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SkySlope Supportposted
6 months ago
Admin
Created By Anne Marie Reggie
Requester
Several posters have asked this question in a variety of ways, so the topic's vote numbers are not consolidated. It appears this request has been ongoing for at least 2 years. Do you have an update???
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SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hi Lisa,
Thank you for your suggestion and for including details about how you organize your documents! I understand the issue and we will be monitoring the forum for yes/up-votes on this topic.
Created By Lisa Perri
RequesterI am trying to organize my documents to add to the checklist section. I uploaded the required documents then prepared them for my client's signatures. Then they were returned signed by all parties. Sooo, I now have 3 copies of that same file in my documents. Is there a way to manage/organize those? I am having to rename each one then send to Trash. Reason I am renaming them is that if I need to find it again for some reason, I'll know which version it is - meaning the uploaded version, the version prepared for the client to sign or the executed copy. HOpe this makes sense. I think if SkySlope can create folders with the Documents tab, that would help. That is how Dotloop is set-up and it was a good way to organize files.
0 Votes
2 Comments
SkySlope Support posted 6 months ago Admin
Created By Anne Marie Reggie
RequesterSeveral posters have asked this question in a variety of ways, so the topic's vote numbers are not consolidated. It appears this request has been ongoing for at least 2 years. Do you have an update???
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi Lisa,
Thank you for your suggestion and for including details about how you organize your documents! I understand the issue and we will be monitoring the forum for yes/up-votes on this topic.
- Megan Lutes, Product Manager
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