Emailing to Working Docs

Posted about 1 month ago by SkySlope Support

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S
SkySlope Support Admin

Created By Susan Blakely

Requester

I have an agent who makes a file for every contract that she writes on regardless if it's been accepted or not so that she can store emails and docs for this file.  I told her to store in Working Docs and she said when she forwards emails to her Skyslope email, it'll save the docs, but not the email.  

If you can set it up somehow so that emails are saved when forwarded to your Skyslope email, that would be great.

 

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S

SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Susan!

Kylee from the Product team here at SkySlope. Thank you for reaching out! Just to clarify, is she sending these emails to the Personal Docs section under "Working Documents"? Or is she sending them into the Documents tab section of the particular property file?

Looking forward to hearing from you!

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