Ability to Archive a Closed transaction in that particular file

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By McKenna Kaup

Requester

It's become quite tedious having to search a closed property, ensure all documents are broker approved, then have to exit that file and re-search it on the Manage Transactions section just to archive it. We can close and archive all at once, why can't we also just archive the same way for closed files?

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi McKenna,

Thank you for taking the time to reach out and tell us about your workflows. I have a few follow-up questions about your suggestions:

- Are you always wanting to close and archive at the same time, or are there instances where you would just want to close a file?

- When you say "archive the same way" are you referring to adding an "Archive" action in the "Transaction Actions" dropdown in the upper right of the screen?

Thank you McKenna, looking forward to hearing back.

- Megan Lutes, Product Manager

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