During a transaction it's important that clients receive all documents. I like providing them access via the share docs button, but instead of creating bundles which are nice but don't create a logical flow when documents come in throughout a transaction, it would be a lot more helpful if there was a column in the documents tab with who has access to that file. It could have the hover feature to list all contacts with access.
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S
SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hi Rachael,
Thanks for taking the time to reach out with this feedback. I think this is a really interesting and thrilling idea! I have documented this request, and we will monitor this post for likes and comments.
Created By Rachael Lalki
RequesterDuring a transaction it's important that clients receive all documents. I like providing them access via the share docs button, but instead of creating bundles which are nice but don't create a logical flow when documents come in throughout a transaction, it would be a lot more helpful if there was a column in the documents tab with who has access to that file. It could have the hover feature to list all contacts with access.
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1 Comments
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi Rachael,
Thanks for taking the time to reach out with this feedback. I think this is a really interesting and thrilling idea! I have documented this request, and we will monitor this post for likes and comments.
Have a great day!
Kasey, Product Operations
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