I am writing in to suggest creating an editing option for the minor errors some of us might make as admin when adding a new document. I find sometimes I mislabel a field and at the moment there is no way to delete the field or change the name of the field. I have different types of documents that I upload and they could be categorized in multiple ways. Sometimes, I may go into what I like to call "autopilot" and make an incorrect entry that could be misleading to the agent or other admin as to what the document is. I was wondering if a solution could be developed so as to allow for a "mulligan" let's say, so when things like that happen they can be readily corrected. We recently switched to SkySlope from Dot Loop wherein which you COULD at least rename the entry. So, I am hoping it is possible. If so it would be greatly appreciated. Other than that I am happy with the platform and Miguel was super helpful and responsive. Keep up the good work. Thank you.
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SkySlope Supportposted
5 months ago
Admin
Created By Prod Squad
Agent
Hi Jaime!
Kylee from the Product team here at SkySlope. Thank you for reaching out! To clarify, are you referring to adding a new item name on the Checklist tab of the property file? Or is there another area in SkySlope where you'd like to make this adjustment? Looking forward to hearing from you soon!
Created By Jaime Metz
RequesterI am writing in to suggest creating an editing option for the minor errors some of us might make as admin when adding a new document. I find sometimes I mislabel a field and at the moment there is no way to delete the field or change the name of the field. I have different types of documents that I upload and they could be categorized in multiple ways. Sometimes, I may go into what I like to call "autopilot" and make an incorrect entry that could be misleading to the agent or other admin as to what the document is. I was wondering if a solution could be developed so as to allow for a "mulligan" let's say, so when things like that happen they can be readily corrected. We recently switched to SkySlope from Dot Loop wherein which you COULD at least rename the entry. So, I am hoping it is possible. If so it would be greatly appreciated. Other than that I am happy with the platform and Miguel was super helpful and responsive. Keep up the good work. Thank you.
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SkySlope Support posted 5 months ago Admin
Created By Prod Squad
AgentHi Jaime!
Kylee from the Product team here at SkySlope. Thank you for reaching out! To clarify, are you referring to adding a new item name on the Checklist tab of the property file? Or is there another area in SkySlope where you'd like to make this adjustment? Looking forward to hearing from you soon!
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