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Created By Troy Wilkerson
RequesterI need the ability to send a draft/proof to clients prior to asking for signatures. Please let me know when you update your platform because I would love to use it but can't until I can send a proof for clients to approve before signatures. My email is [email protected]
0 Votes
3 Comments
SkySlope Support posted about 2 months ago Admin
Created By Prod Squad
AgentHi Marie,
Tyler from the Product Team. Thank you for reaching out! There are a few ways to send a draft for review prior to signing. One way is to download the form from the Prepare Form screen, attach to an email and send for review that way.
Another option is to mark the "Action required" section when sending in Digisign as "Receives a copy" instead of "Needs to sign". However, there will need to be at least 1 signature on the form to be sent. You assign that signature to yourself somewhere on the form. If you would not like to sign at that time, you can mark the signature optional or disregard the email.
If you have any questions, please feel free to reach out to our Support team anytime! They can be reached via chat at support.skyslope.com, via email at [email protected], or via phone at 1-800-507-4117.
Thanks again for reaching out!
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By Marie Cashman
RequesterHello,
I need to send a draft of a contract to review prior to signing. Not sure how to do this.
Marie [email protected]
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By Prod Squad
AgentHi Troy!
Kylee from the Product team here at SkySlope. Thank you for reaching out! I just sent you an email so our DigiSign team can connect with you directly.
Have a great day!
0 Votes
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