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Created By Roger B. Howe
RequesterHow are we supposed identify an envelope's contents from this screen? Can you put the same description labels use assign them when they are placed into the Forms section of the File?
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1 Comments
SkySlope Support posted about 2 months ago Admin
Created By Prod Squad
AgentHi Roger,
Thanks for reaching out! SkySlope Forms defaults envelopes to the name of your file unless the envelope is given its own name. Currently, you have the ability to name the envelope once you click the 'Prepare Signature' button on the bottom right corner of your screen in Forms. I can definitely understand how it could be useful to be able to rename an envelope from the envelope dashboard as seen in your screenshot! I've documented this request and we will continue to monitor this post for likes and comments.
Kindest regards,
Kasey, Product Operations
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