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Created By Marcel Iglesias
RequesterHello, what I've found in working with SkySlope is that we're often signing documents at different stages of the transaction, so the traditional route of creating a transaction and sending docs to to sign doesn't always make sense. It would be helpful, if we could easily take signed envelopes and move them into an existing transaction that you created after finalizing the envelope. My current setup is a little messy and unfortunately there is no way to clean it up except to make another mess (download/upload).
Thank you!
-Marcel
0 Votes
2 Comments
SkySlope Support posted 29 days ago Admin
Created By SkySlope Broker
RequesterHi Skyslope support team,
This request was posted 1 year ago...there is still no way to get digisigned documents into an existing Listing\Transaction directly. I understand the email-in option but that is not intuitive.
There is also no way to get a FILES' documents into an existing Listing\Transaction...this seems to be a one time task when creating the Listing but then no way to pull additional docs from the FILE...again, email in may work here but in hindsight.
There is also no way to get a FILES' manually uploaded signed documents into a new or existing Listing\Transaction because when creating a new Listing from a FILE, it will only transfer documents that came through digisign...that is a major flaw in workflow between agents and their TCs. Yes, you can email them in.
Will there ever be a direct way to push\pull documents between Files, Listings and Transactions?
0 Votes
SkySlope Support posted 29 days ago Admin
Created By Prod Squad
AgentHi Marcel,
Tyler from the Product team here at SkySlope. Thank you for the feedback! I will document this and pass it along to the proper SkySlope team. I will also monitor this post for additional comments and upvotes.
Thank you!
0 Votes
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