If/Then required documents

Posted 5 months ago by SkySlope Support

Post a topic

SkySlope Support Admin

Created By Elinor Howell

Requester

If document A is uploaded, document B (related to document A) becomes required.

For example:

If user uploads the "Back Up Offer Addendum" then the "Notice of First Position" is required;
If user uploads the "Agreement to Occupy" then the "Occupancy Insurance" is required;
If user uploads the "Repair Addendum" then the "Notice of Completion of Repairs" is required.

And so on.

ETA: Another way this could be used would be to make some of the transaction details trigger conditions:

If the house was built before 1978, then the Lead Paint disclosure is required.

0 Votes

4 Comments

SkySlope Support posted 5 months ago Admin

Created By Mogul Admin

Requester

This would be super helpful!

0 Votes

SkySlope Support posted 5 months ago Admin

Created By Christine Friesen

Requester

Yes!

0 Votes

SkySlope Support posted 5 months ago Admin

Created By Prod Squad

Agent

Hi Elinor!

Kylee from the Product team here at SkySlope. Thank you for taking the time to provide us with your feedback! I definitely see the value in having this feature.

I've documented your request for our team to review, and we will monitor this post for up-votes and comments.

Happy SkySloping!

0 Votes

SkySlope Support posted 5 months ago Admin

Created By Katie McDonald

Requester

This is an excellent feature request!

0 Votes