Remove Documents When Preparing For Signature

Posted 30 days ago by SkySlope Support

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SkySlope Support Admin

Created By Vicky Sala

Requester

When I am preparing a large file to send for Signature, and I see a document that I don't want, there is no way to remove it during the prepare signature feature. In Docusign, if I want to remove a disclosure while preparing for signature, I can just delete the document and carry on. In Forms, I have to start over if I don't want that document in the envelope. When I am 80 pages deep and discover an error and have to start over, I want to cry...

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17 Comments

SkySlope Support posted 30 days ago Admin

Created By NICOLE WARD

Requester

I am shocked to see this basic request has gone unchanged for over 2 years. We are trying to work within 1 system and not need to login to Docusign or Authentisign, but this basic feature in the other platforms makes it hard to do my job in Digisign. Having to use a pdf editor to remove a document in the middle of a 100 page disclosure package is one more step that causes a reduction in productivity. This really should be moved to the front of the line!

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SkySlope Support posted 30 days ago Admin

Created By Jessica Mejia

Requester

How is this not something that is on the roadmap for the next 6 months? It is so needed and such a basic feature in everyone's opinion. Really wish exp would switch over to something more user friendly.

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SkySlope Support posted 30 days ago Admin

Created By Prod Squad

Agent

Hi Sara,

Tyler from the Product team here at SkySlope. This is not yet part of the roadmap for the next 6 months, but we might consider this in the future. However, we are working on a couple of exciting other features that may help alleviate some concerns.

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SkySlope Support posted 30 days ago Admin

Created By SARA GILLOOLY

Requester

Hey guys are you going to do something about this? I find it pretty bad that Realtors have asked for this feature and nothing has happened and all. Please do not respond with a generic response.

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SkySlope Support posted 30 days ago Admin

Created By Prod Squad

Agent

Hello Susan and April!

Charleigh from the Product team here at SkySlope. Thank you for this additional context. We've recorded your feedback for our product management team to review and will keep this thread up to date with any changes.

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SkySlope Support posted 30 days ago Admin

Created By April West

Requester

I also just googled how to remove a document from an established envelope and am very disappointed to see that this is not an option. I can't believe that 2 years after the first post this is still an issue?

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SkySlope Support posted 30 days ago Admin

Created By Susan Morris

Requester

Agreed with all of the above. I found this page because I literally googled, "Can I delete (remove/replace/add) a document from a SkySlope envelope". It's incredibly frustrating, but more importantly we are losing efficiency in the process. The envelope has not been sent for signatures and should absolutely still be able to be manipulated and edited.

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SkySlope Support posted 30 days ago Admin

Created By Prod Squad

Agent

Hello Ryan, Rob, and Vicky!

Bailey from the Product Team here, thank you so much for you specific feedback. This is all very insightful and we appreciate you voicing your opinions! I'm passing your posts along to our DigiSign Product Manager and will continue to monitor for more feedback!

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SkySlope Support posted 30 days ago Admin

Created By Vicky Sala

Requester

I cannot think of one time that I was preparing a file where I didn't need to add or remove a document from a signing package. It literally happens with every file. Maybe not every signing package, but definitely with every transaction. And I have two choices: 1. Start Over (Grrrrrr....), or 2. Send another DigiSign. (Client gets Grrrrrr.....). Please address this issue. Thank you!

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SkySlope Support posted 30 days ago Admin

Created By Rob Hamilton

Requester

I agree with Ryan. Our agents have been asking for this option from Day 1 of us using Skyslope and are very frustrated that something as simple as this takes so long to get reviewed or changed. This should be a no brainer and I know DocuSign and Authentisign both have this as an option.

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SkySlope Support posted 30 days ago Admin

Created By Ryan Purdy

Requester

This can happen on 50% of the transactions easily. All of a sudden you remember you want to include another document and you have to start from the beginning. It's extremely time consuming.

For your customers we want to send everything in one document to sign rather than sending them numerous documents. When you send multiple documents to them, they often miss them in their inbox so you have to continually send them reminders. The easiest way is to send them all documents in one folder.

If I am selling or listing a Washington property, the amount of files and documents needed to send is cumbersome. They have a new document for each part of the transaction therefore if you miss one of them, you have to start over. By starting over, there is a likelihood you will forget another one when you go recreate the file.

If we added the ability to add documents or remove them after the file is made it would make our lives much easier and save a ton of time.

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SkySlope Support posted 30 days ago Admin

Created By Prod Squad

Agent

Hi Ryan and Eva!

Thanks for leaving this feedback! Bailey from the Product team here, how often do you find yourself needing to remove a form once you have taken it into DigiSign?

Thanks!

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SkySlope Support posted 30 days ago Admin

Created By Eva Domi

Requester

its been a year, this still hasnt been fixed?

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SkySlope Support posted 30 days ago Admin

Created By Ryan Purdy

Requester

I would love for this solution to be added. I can't find that it's been changed yet.

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SkySlope Support posted 30 days ago Admin

Created By Rob Hamilton

Requester

100% AGREE! Why was this not thought of already and seems like such a basic feature that should be a no-brainer for programmers to have included?

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