Good morning! Is there a way to have a Documents for Review report or sort/filter that will show when a listing has documents waiting for review even if it has been converted into a transaction? In our office I do the listing side of things and another person does the transaction side. Once a listing is made into a transaction, I don't get notified when someone adds something to the listing part of the checklist. I then have to go through all the transactions with Quick Audit to find any listing docs waiting. I turned on notifications to let me know when someone adds to the transaction, and I get a notification for EVERY document. A bit annoying. :)
0 Votes
1 Comments
S
SkySlope Supportposted
5 months ago
Admin
Created By Prod Squad
Agent
Hi Daralynne!
Kylee from the Product team here at SkySlope. Thank you for reaching out! I definitely see the value in adding these sort/filter and notification options you've described. I've documented your feedback for our team to review as they work on planning their development roadmap. We'll also monitor this post for any upvotes and comments.
Created By Daralynne Fitzpatrick
RequesterGood morning!
Is there a way to have a Documents for Review report or sort/filter that will show when a listing has documents waiting for review even if it has been converted into a transaction? In our office I do the listing side of things and another person does the transaction side. Once a listing is made into a transaction, I don't get notified when someone adds something to the listing part of the checklist. I then have to go through all the transactions with Quick Audit to find any listing docs waiting. I turned on notifications to let me know when someone adds to the transaction, and I get a notification for EVERY document. A bit annoying. :)
0 Votes
1 Comments
SkySlope Support posted 5 months ago Admin
Created By Prod Squad
AgentHi Daralynne!
Kylee from the Product team here at SkySlope. Thank you for reaching out! I definitely see the value in adding these sort/filter and notification options you've described. I've documented your feedback for our team to review as they work on planning their development roadmap. We'll also monitor this post for any upvotes and comments.
Have a great day!
0 Votes
Login or Sign up to post a comment