If/Then required documents

Posted 10 months ago by SkySlope Support

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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.

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4 Comments

SkySlope Support posted 10 months ago Admin

Created By Mogul Admin

Requester

This would be super helpful!

0 Votes

SkySlope Support posted 10 months ago Admin

Created By Christine Friesen

Requester

Yes!

0 Votes

SkySlope Support posted 10 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!

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SkySlope Support posted 10 months ago Admin

Created By Katie McDonald

Requester

This is an excellent feature request!

0 Votes