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Created By Andrew Pitarre
RequesterPlease add an option to be able to send a completed file with ALL the signed documents for clients records. At this time, at the end of a transaction we do not have a simple process to do this. Downloading documents at the end run into all kinds of problems that do not make us look professional or make it simple for the client.
0 Votes
5 Comments
SkySlope Support posted about 1 month ago Admin
Created By Prod Squad
AgentHey Deanna,
Charleigh from the Product team here at SkySlope. Thanks so much for this additional insight! We understand this issue and will be sure to provide you any updates to this feature.
Thank you so much!
0 Votes
SkySlope Support posted about 1 month ago Admin
Created By Deanna Wolf Jones
RequesterKylee,
Your bundle feature is time intensive and only provides a link of un-organized documents. It's confusing for clients to open and filter thru the documents as they're not labeled per the checklist, they're labeled with the original document name uploaded which can be confusing for clients. I've also had to copy the link and send it thru my email instead of skyslope because the bundled file is too large. In an ideal world, it would be helpful to send a final client file directly from the checklist and having the checklist as a cover page would be amazing.
0 Votes
SkySlope Support posted about 1 month ago Admin
Created By Deanna Wolf Jones
RequesterAt the end of a transaction we (TC's) need a way to send a completed file to the client. Currently, there is no way to do this with SkySlope without having to download each checklist item individually and then create a separate dropbox type file to send to clients.
0 Votes
SkySlope Support posted about 1 month ago Admin
Created By Prod Squad
AgentHi Deanna!
To confirm, have you checked out our Document bundle feature? I've included a tutorial here for your reference.
Please let me know if you have any questions or feedback after reviewing that!
-Kylee, Product Operations Manager
0 Votes
SkySlope Support posted about 1 month ago Admin
Created By Prod Squad
AgentHi Andrew!
Kylee from the Product team here at SkySlope. Thank you for taking the time to provide us with your feedback!
To clarify, were you running into problems with the Download option under Access Archive after archiving the file? If so, could you let me know what issues arose?
Looking forward to hearing from you soon!
0 Votes
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