It would be very helpful if an agent or broker could create a document row while splitting documents, rather than having to go back to the checklist and creating a new row for that specific document.
For example, while splitting Disclosures, if there is a new disclosure that another Broker requires (Megan's Law, Square Footage, etc) that is not already on the Checklist, an agent has to go back to the Checklist to create a new row for that specific document.
I know the Misc Documents is an option, but sometimes there are several disclosures that have to go under the Misc Documents row. It would be very helpful to be able to create a new row for a specific document while splitting.
Hopefully this is something that can be done in the future!
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S
SkySlope Supportposted
5 months ago
Admin
Created By Prod Squad
Agent
Hi Kelsey!
Kylee from the Product team here at SkySlope. Thank you for providing us with this feedback! I understand your request and have documented your feedback. We'll also monitor this post for any upvotes and comments.
Created By Kelsey Van Dyk
RequesterIt would be very helpful if an agent or broker could create a document row while splitting documents, rather than having to go back to the checklist and creating a new row for that specific document.
For example, while splitting Disclosures, if there is a new disclosure that another Broker requires (Megan's Law, Square Footage, etc) that is not already on the Checklist, an agent has to go back to the Checklist to create a new row for that specific document.
I know the Misc Documents is an option, but sometimes there are several disclosures that have to go under the Misc Documents row. It would be very helpful to be able to create a new row for a specific document while splitting.
Hopefully this is something that can be done in the future!
0 Votes
1 Comments
SkySlope Support posted 5 months ago Admin
Created By Prod Squad
AgentHi Kelsey!
Kylee from the Product team here at SkySlope. Thank you for providing us with this feedback! I understand your request and have documented your feedback. We'll also monitor this post for any upvotes and comments.
Have a great day!
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