Checklist Auditing

Posted about 1 month ago by SkySlope Support

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S
SkySlope Support Admin

Created By Creed Realty

Requester

I would love to see a function added to SS that allows for auditing the Checklist.  Part of my job is to ensure that certain documents are submitted at certain stages of the process, some of which I would email an agent reminding them to submit/upload and others can wait until after closing. 

As it is now I have to go in and out of each and every transaction to see which documents are needed from the Incomplete Checklist function since it only tells me how many not which ones.  This could be something similar to the Quick Audit function OR as simple as adding a way to scroll from one transaction's Checklist to the next.

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