FILES - Signed Documents transfer to the Listing

Posted about 2 months ago by SkySlope Support

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SkySlope Support Admin

Created By SkySlope Broker

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Hi Skyslope support team,

FILES have forms that are prepared for signature......they become envelopes sent for signature....those signed forms become documents saved in the FILE. I can then upload more documents into that same FILE alongside the Signed Documents. But when I create a LISTNG or TRANSACTION from a FILE, only the digisign envelope signed documents make it over to the Listing....the manually uploaded documents do not make it over to the listing....why? This is a major flaw in workflow between agents and their TCs.

I understand the email-in option but that is not intuitive...having to jump over to the Listing to copy the email address and then back to the FILE to select the documents, click to email, paste in the address....etc.

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 but this is a manual step...not a direct integration.

Will there ever be a direct way to push\pull documents between Files, Listings and Transactions?

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