Option to select file from Checklist to go to Digisign, rather than flip back to Documents

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Peter Lalor

Requester

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SkySlope Support posted about 1 month ago Admin

Created By PATRICIA HOGE

Requester

I feel like this would be an awesome feature. I know when putting in docs into the checklist, if it's not fully signed, I could just send right from the checklist instead of having to scroll through the documents and find it and then do it.

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Peter!

Thank you for taking the time to provide us with your feedback. Checklists are usually reserved for fully executed documents per Broker preference, but I am curious to know a bit more about your workflow.

  • When would you need to send documents out via DigiSign directly from the SkySlope checklist?
  • How much time do you see having this option would save you?
  • What does your current work-around look like?

Looking forward to your response!

Kindest regards,

Kasey, Product Operations

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