I love the feature that allows me to download all the checklist documents of an archived property. I would like to somehow be able to download an index / checklist of all those documents that are already hyperlinked to all the files.
That way, it will be much easier to understand the files in relation to the checklist. Otherwise, it can be challenging to know which files is which based on the file name alone. And there are quite a few files to sort through as well!
I like to retain an offline copy of all my closings for my own records and I like to provide my clients with a flash drive of all their documents. It would be so much easier if those checklist documents were hyperlinked to an index to make it easier for them to review all the files related to their transaction.
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SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hi Karen,
This is a really great suggestion, thank you for taking the time to reach out to us with your feedback! To reiterate, having the ability to download an index/checklist with your files documents linked to it would help keep you (and your client) organized. How much time do you think having this ability would save you? Would you want the ability to select which documents will and will not be shared (i.e. agent version of the final settlement statement, Buyer Proof of Funds, etc.)?
Created By Karen Branoff
RequesterI love the feature that allows me to download all the checklist documents of an archived property. I would like to somehow be able to download an index / checklist of all those documents that are already hyperlinked to all the files.
That way, it will be much easier to understand the files in relation to the checklist. Otherwise, it can be challenging to know which files is which based on the file name alone. And there are quite a few files to sort through as well!
I like to retain an offline copy of all my closings for my own records and I like to provide my clients with a flash drive of all their documents. It would be so much easier if those checklist documents were hyperlinked to an index to make it easier for them to review all the files related to their transaction.
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2 Comments
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi Karen,
This is a really great suggestion, thank you for taking the time to reach out to us with your feedback! To reiterate, having the ability to download an index/checklist with your files documents linked to it would help keep you (and your client) organized. How much time do you think having this ability would save you? Would you want the ability to select which documents will and will not be shared (i.e. agent version of the final settlement statement, Buyer Proof of Funds, etc.)?
Have a great day!
Kasey, Product Operations
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SkySlope Support posted 6 months ago Admin
Created By Kristina M Jones Dodd
RequesterYES, this would be very very handy.
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