PLEASE update the system and or Skyslope so that the agent does not have to waste time separating and labeling all of the documents to add to skyslope. I want to be able to just load the executed receipted contract to the file that already includes everything that I need, and all of the documents go where they are supposed to go. For example: receipt for earnest money goes in that category, HOA doc goes there, 3rd party goes where it's supposed to go, ETC...it's extremely FRUSTRATING to go through, upload the contract, separating everything out, label every document, download all the documents, and reload all of them on to skyslope.. YUCK!!
0 Votes
1 Comments
S
SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hi Kristen!
Charleigh from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! I noticed you mentioned separating, downloading, and reuploading. Are you aware of our split and assign feature? This feature allows you to separate a document and assign it to the appropriate place on the checklist, while also naming the files as they're separated. Here is a link to a tutorial. In the meantime, I've documented your request for this process to happen automatically and we'll also monitor this post for upvotes and comments.
Created By Kristen Edwards
RequesterPLEASE update the system and or Skyslope so that the agent does not have to waste time separating and labeling all of the documents to add to skyslope. I want to be able to just load the executed receipted contract to the file that already includes everything that I need, and all of the documents go where they are supposed to go. For example: receipt for earnest money goes in that category, HOA doc goes there, 3rd party goes where it's supposed to go, ETC...it's extremely FRUSTRATING to go through, upload the contract, separating everything out, label every document, download all the documents, and reload all of them on to skyslope.. YUCK!!
0 Votes
1 Comments
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi Kristen!
Charleigh from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! I noticed you mentioned separating, downloading, and reuploading. Are you aware of our split and assign feature? This feature allows you to separate a document and assign it to the appropriate place on the checklist, while also naming the files as they're separated. Here is a link to a tutorial. In the meantime, I've documented your request for this process to happen automatically and we'll also monitor this post for upvotes and comments.
Thanks again and have a great day!
0 Votes
Login or Sign up to post a comment