Suggestion

Hi Jeri!

Charleigh from the Product team here at SkySlope. We are pleased to inform you that the development is now complete for a "Select All" feature you mentioned in item 3 and the feature is available for use. We hope this will enhance your experience with our product. Please review our March product updates for more details!

Happy SkySloping!

Thank you so much for this additional insight! What you've written will be very helpful to our teams. To answer your question on item 3, at this time, there is not a way to delete a document or re-order the documents without starting over once in the fill/sign section. I'll add these additional requests as well and keep you up to date with any progress we make!

Thanks again,

Charleigh, Product Operations

Thanks for the response. So, it is a little of "all of the above". Having to rename the documents in the document tab is another step and requires more time. It would be more efficient to be able to "check off" documents from the Checklist (which has them renamed and filed correctly) to bundle and send to clients. From what I see, the only option is from the document tab or once it is archived, to download the entire "checklist" but there are documents that agents don't necessarily want to send their clients from the checklist (like commission demands and commission worksheets). It would be nice to be able to check off the appropriate documents directly from the checklist and either send as a bundle (link) or zipped file since they are already renamed correctly.

Another few suggestions:

1. this one is on the document tab...it would be nice to have an "assign" button next to the document name so you don't have to check the box and then scroll all the way up to the top to find the "assign" button. This would help with efficiency.

2. for both the document tab and hopefully the checklist tab - it would be great to have a "select all" button to create a bundle. This would make it easier than checking off each document individually.

3. In forms, once you have all the documents compiled, it would be great to have a "select all" button so you could fill/sign them with one click instead of having to individually click each form. And once within the fill/sign section, is there a way to delete a document or re-order the documents without going back out and starting all over?

Thanks!

Hi Jeri!

Charleigh from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! Couple of questions for you to ensure I am understanding your suggestion correctly - is the bigger pain point here that the documents within the Documents Tab have those jumbled titles? Would you envision still being able to create this bundle from the documents tab, just with a filter of sorts for the checklist?

In the meantime, as a workaround, you can rename documents in the Documents tab and only include documents that are on a checklist when creating the bundle. If you need any assistance, check out this article on renaming and this article on creating bundles.

Looking forward to your reply! Thanks again and have a great day!