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Created By Mary Olsen
RequesterTaking All Fully Executed Documents at the End of the Transaction and sending in Order to the Client, as one Merge PDF request.
I have read through other post, one from 4 and 5 years ago requesting the same.
I have read through the instructions and watched the video of sharing documents with the checkmark and hyperlink in a email to the client but again that is still messy.
not the first time I have similar comments from clients.
"need help to separate the wheat from the chaff"
"I have so many documents it's become unmanageable to sort them out."
When we send the hyperlink the client still has to bounce around to see documents not in any pattern.
If we could personally, the Agent or tc, organinze and were able to down a download to one merge in sequence that would be lovely.
Mary- Utah
0 Votes
1 Comments
SkySlope Support posted about 2 months ago Admin
Created By Lauri Gibson
RequesterI agree a document merge feature would be helpful.
0 Votes
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