Could you please tell me how to archive a cancelled file? Thank you.
- Jennifer
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S
SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hi Jennifer!
Kylee from the Product team here at SkySlope. Thank you for reaching out!
In SkySlope, cancelled files aren't archived in the same location as closed files - instead after an agent cancels a transaction, the file will be marked as pending approval. You can then "approve" the cancellation, which will move the file out of the Manage Transactions page and into Cancelled Contracts. I've included a step-by-step tutorial here!
If you have any questions, please feel free to reach out to our Support team anytime! They can be reached via chat at support.skyslope.com, via email at [email protected], or via phone at 1-800-507-4117.
Created By Jennifer Stojanovich
RequesterHello
Could you please tell me how to archive a cancelled file? Thank you.
- Jennifer
0 Votes
1 Comments
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi Jennifer!
Kylee from the Product team here at SkySlope. Thank you for reaching out!
In SkySlope, cancelled files aren't archived in the same location as closed files - instead after an agent cancels a transaction, the file will be marked as pending approval. You can then "approve" the cancellation, which will move the file out of the Manage Transactions page and into Cancelled Contracts. I've included a step-by-step tutorial here!
If you have any questions, please feel free to reach out to our Support team anytime! They can be reached via chat at support.skyslope.com, via email at [email protected], or via phone at 1-800-507-4117.
Have a great day!
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