Folders within the transaction

Hi Brenda!

Thank you so much for reaching out and providing this additional context! I've recorded your feedback and we'll continue to monitor this post for additional comments and upvotes.

Thanks again and have a great day!

Charleigh, Product Operations

I would love the ability to add a folder to the documents tab in a transaction.  If I could create a folder for something like documents pending signature, I could save docs there and easily flag everything for signature when I've got everything ready rather than hunt through the entire documents list.  It would also be helpful for keeping the documents area organized (moving documents to a folder that have already been split to a checklist, for example).  Love Skyslope and really appreciate your customer service!

Hi Beverly!

Charleigh from the Product team here at SkySlope. Thank you so much for reaching out and providing this feedback. Are you referring to the Documents tab within a file, the Working Documents section, or somewhere else? Looking forward to your reply!

Thanks again and have a great day!