envelopes

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Ann Gerschefski

Requester

Please change it so that envelopes aren't created when they aren't needed. Specifically, whenever an agent clicks "save and exit" after making even the slightest change to a document, a new envelope is created. Also, today I downloaded a form that I had filled out, and an envelope was created. All I wanted to do was print the form. I didn't need another envelope. It's very easy to end up with a ton of "draft" envelopes, all with the same name. Envelopes really only need to exist as a result of e-signing. I'm a trainer in my office, and envelopes are causing a ton of unnecessary confusion. I have basically told everyone just to ignore the "save and exit" option. Documents auto-save anyway, so "save and exit" is unnecessary. Better would be a "back to file" button, which would take the user back to the client's main file page.

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Ann!

Charleigh from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! Our team is working on continuous improvements of Forms and feedback like yours is greatly appreciated! I've documented your request and we'll also monitor this post for upvotes and comments. In the meantime, I recommend advising your team to select "Do not display again" when this screen appears and continuing as you have advised otherwise.

We'll be sure to keep this thread up to date with any improvements!

Thanks again and have a great day!

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