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Created By Rachael Lalki
Requester1. I was hoping to have the ability to add a folder within the documents tab of a transaction. When I upload a lot of parts of a resale, it would be nice if it had it's own section.
2. When correcting an e documenta that has already been sent out for signatures there is no way to swap out one of the documents without redoing all of the documents. It's time consuming to upload 6 different forms just to have them want to change one of them and redo all of them.
3. When I view the documents in a transaction there is no way to see how many pages are in there without opening that document, a two tab process. There is also no way to see which document I just viewed. It would be nice to be able to change the name of the document and to open within the app itself, or at least highlight last opened document.
4. When editing an already emailed document, if the page or tab gets closed the entire document gets deleted. It should be saved in drafts as either the original doc or the last time it was saved within the system.
0 Votes
5 Comments
SkySlope Support posted about 1 month ago Admin
Created By TC Team
RequesterYes!! This just made our day. Thank you for listening and making it happen.
0 Votes
SkySlope Support posted about 1 month ago Admin
Created By Prod Squad
AgentHi All!
Tyler from the Product team here at SkySlope. I wanted to give an update that you now have the ability to add folders to your transactions! Please see this page our support team made explaining all of the details! Please feel free to reach out if there are any questions! https://support.skyslope.com/hc/en-us/articles/18010898483355
Thank you!
0 Votes
SkySlope Support posted about 1 month ago Admin
Created By Prod Squad
AgentThank you for bringing this to our attention! We have documented this internally with our Product team and we are working on an update in the near future. Once we have an update on this front, we will be sure to reach out.
0 Votes
SkySlope Support posted about 1 month ago Admin
Created By TC Team
RequesterNumbers 1 and 2 above are also a request that our agents would like to see in Skyslope. I hope this is in the works.
0 Votes
SkySlope Support posted about 1 month ago Admin
Created By Prod Squad
AgentHi Rachael!
Kylee from the Product team here at SkySlope. Thank you for reaching out! I've documented your feedback and we'll monitor this post for upvotes and comments.
Re: #3 - you can view a preview of the document on the same page without opening a new tab by hovering your cursor over the eyeball icon under the "Preview" column. This will also give you the page number.
Re: #4 - are you referring to editing an envelope in DigiSign? If so, it should save automatically. Please feel free to reach out to our Support team anytime and they'd be happy to troubleshoot this with you! They can be reached via chat at support.skyslope.com, via email at [email protected], or via phone at 1-800-507-4117.
Thank you and have a great day!
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