It would be helpful if the client had access to their file while it is in process. I would like to be able to upload photos and signed docs for them to access DURING the transaction. Like a google drive type of file.
Currently we can only send it to them once it is completed at the end of the transaction.
Your thoughts?
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SkySlope Supportposted
6 months ago
Admin
Created By Heather Vest
Requester
I don't know what Donavon has in mind but possible stealing a page from Folio by Amitree?
Signed docs, timeline, possible checked off items ?
First starting with a folder with all signed docs? Right now they just receive the signed doc and if they delete out of accident - they are screwed.
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S
SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hi Donovan!
Kylee from the Product team here at SkySlope. Thank you for reaching out and providing us with this feedback! To clarify, would you like clients to have access to the entire Checklist tab of the property file? Or would you like to have the option to limit what documents your clients could access?
Created By Donovan Schemke
RequesterIt would be helpful if the client had access to their file while it is in process. I would like to be able to upload photos and signed docs for them to access DURING the transaction.
Like a google drive type of file.
Currently we can only send it to them once it is completed at the end of the transaction.
Your thoughts?
0 Votes
2 Comments
SkySlope Support posted 6 months ago Admin
Created By Heather Vest
RequesterI don't know what Donavon has in mind but possible stealing a page from Folio by Amitree?
Signed docs, timeline, possible checked off items ?
First starting with a folder with all signed docs? Right now they just receive the signed doc and if they delete out of accident - they are screwed.
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi Donovan!
Kylee from the Product team here at SkySlope. Thank you for reaching out and providing us with this feedback! To clarify, would you like clients to have access to the entire Checklist tab of the property file? Or would you like to have the option to limit what documents your clients could access?
Looking forward to hearing from you soon!
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