It would be nice to be able to create a transaction as a draft and be able to save it till you get all the information you need.
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S
SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hi Justin!
Kylee from the Product team here at SkySlope. Thank you for reaching out! To clarify, are you referring to the file setup process after clicking the Create Transaction button? If you click this button and exit the workflow before getting to the Checklist tab, the file will indeed save in "incomplete" status under Manage Transactions. I've included more information about incomplete files here.
If you have any questions, please feel free to reach out to our Support team anytime! They can be reached via chat at support.skyslope.com, via email at [email protected], or via phone at 1-800-507-4117.
Created By Justin Collier
RequesterIt would be nice to be able to create a transaction as a draft and be able to save it till you get all the information you need.
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1 Comments
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi Justin!
Kylee from the Product team here at SkySlope. Thank you for reaching out! To clarify, are you referring to the file setup process after clicking the Create Transaction button? If you click this button and exit the workflow before getting to the Checklist tab, the file will indeed save in "incomplete" status under Manage Transactions. I've included more information about incomplete files here.
If you have any questions, please feel free to reach out to our Support team anytime! They can be reached via chat at support.skyslope.com, via email at [email protected], or via phone at 1-800-507-4117.
Have a great day!
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