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Move a misplaced checklist document

Posted 5 months ago by SkySlope Support

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SkySlope Support Admin

Created By Lorena Sims

Requester

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 Support posted 5 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.

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 5 months ago Admin

Created By Julia Young

Requester

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! :)

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