File Duplication

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Jill Eubanks

Requester

Contacts and documents are essential when duplicating certain files that involve installment payments, such as those in commercial real estate. However, Skyslope seems to have a weakness in this area. To improve this, I suggest adding checkboxes to the popup window below so that users can select which tabs they want to duplicate. This will make the process more efficient and user-friendly.

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SkySlope Support posted about 1 month ago Admin

Created By Valerie Ayala

Requester

Yes, I agree with this request!! I also made this suggestions. the duplications seems to be very different then I am used to especially if 2  agents in the same brokerage represent each party. in my previous transaction management when i had a "Double ended" deal, I was able to pre-set what forms I wanted to go into the buyer file. (ex. contracts, disclosure and reports). 

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