Search Bar for Working Documents

Posted about 1 month ago by SkySlope Support

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S
SkySlope Support Admin

Created By Judy Ratsamy

Requester

Can we get a search bar for working documents with a "key words" feature? 

In the Personal Docs, we can add folders. Can we have the ability to add folders in "office docs" or have a favorites folder to move docs over for frequently used docs?

 

 

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S

SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Judy!

Charleigh from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! Both a search bar and folders are great suggestions!  At this time, admins for your brokerage establish the Office Docs folders. Would the ability to personalize your view of the Office Docs page and create folders that way be an acceptable solution? Looking forward to your reply!

Thanks again and have a great day!

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