Unless I pull the files in advance, and I forget I don't have access to documents once I have clicked on the accept contract button in my Manage Listings page ... once that button has been pressed you need data from signed documents... can't get at them until I can complete the form, which I need the documents for fine details.
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SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hi Geoffrey!
Kylee from the Product team here at SkySlope. Thank you for providing us with your feedback! To confirm, would you like the Checklist/Documents tabs to be visible the entire time while you are converting the listing file into a transaction file, for easy access/reference to the documents you've already uploaded to the file? Are there any other changes you'd like to see in the listing to transaction conversion process?
In the meantime, as another workaround, if you accidentally click Accepted Contract or are not ready to proceed with filling in all the transaction details, you can click on the SkySlope logo, then click Manage Transactions, then click the Trash bin icon next to the Incomplete status file. This will revert the transaction into the original listing file.
Looking forward to hearing from you soon!
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S
SkySlope Supportposted
6 months ago
Admin
Created By Geoffrey Spier
Requester
fyi work around is to open skyslope in another window and then go to DigiSign and review the document there... other documents that are not signed or required signing must be accessed after, this is a problem because those files cannot be accessed until after the initial transfer from listing to transaction is complete.
Created By Geoffrey Spier
RequesterUnless I pull the files in advance, and I forget I don't have access to documents once I have clicked on the accept contract button in my Manage Listings page ... once that button has been pressed you need data from signed documents... can't get at them until I can complete the form, which I need the documents for fine details.
0 Votes
2 Comments
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi Geoffrey!
Kylee from the Product team here at SkySlope. Thank you for providing us with your feedback! To confirm, would you like the Checklist/Documents tabs to be visible the entire time while you are converting the listing file into a transaction file, for easy access/reference to the documents you've already uploaded to the file? Are there any other changes you'd like to see in the listing to transaction conversion process?
In the meantime, as another workaround, if you accidentally click Accepted Contract or are not ready to proceed with filling in all the transaction details, you can click on the SkySlope logo, then click Manage Transactions, then click the Trash bin icon next to the Incomplete status file. This will revert the transaction into the original listing file.
Looking forward to hearing from you soon!
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Geoffrey Spier
Requesterfyi work around is to open skyslope in another window and then go to DigiSign and review the document there... other documents that are not signed or required signing must be accessed after, this is a problem because those files cannot be accessed until after the initial transfer from listing to transaction is complete.
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