It would be great to be able to re-assign a document to a different checklist item if an agent mistakenly attaches a document to the wrong checklist item. A dropdown or the ability to drag the paperclip to another item would really be helpful instead of having to reject the item and having the agent re-upload.
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SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hi Lorena!
Charleigh from the Product team here at SkySlope. As Julia kindly confirmed below, we are able to to reassign documents to different checklist items from the Documents tab. You can find a detailed video tutorial here.
You can already do this. Just go to the 'documents' tab, find your document, check the box to the left and then click "assign" at the top. Even if this is already assigned to a specific checklist item, you can do this. A box will appear with a drop down selection that you can chose from. It will re-assign it to the new checklist item! :)
Created By Lorena Sims
RequesterIt would be great to be able to re-assign a document to a different checklist item if an agent mistakenly attaches a document to the wrong checklist item. A dropdown or the ability to drag the paperclip to another item would really be helpful instead of having to reject the item and having the agent re-upload.
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2 Comments
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi Lorena!
Charleigh from the Product team here at SkySlope. As Julia kindly confirmed below, we are able to to reassign documents to different checklist items from the Documents tab. You can find a detailed video 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.
Thank you and have a great day!
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SkySlope Support posted 6 months ago Admin
Created By Julia Young
RequesterYou can already do this. Just go to the 'documents' tab, find your document, check the box to the left and then click "assign" at the top. Even if this is already assigned to a specific checklist item, you can do this. A box will appear with a drop down selection that you can chose from. It will re-assign it to the new checklist item! :)
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