Suggested Email Feature

Posted about 1 month ago by SkySlope Support

Post a topic

SkySlope Support Admin

Created By Jared Hill

Requester

Hey folks! It would be GREAT if there was an option to send/email documents directly from the forms portal to people involved in the file. Currently, I have to either create a signature request for them to get the docs, or download the files to my laptop from the file and then attach them in a 3rd party email provider for me to send filled documents for review before signing. If there was a way within the file in the forms portal to just email a copy of the document that would be AWESOME. Thats the ONLY thing that this is missing!

0 Votes

4 Comments

SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hey Everyone!

We are pleased to inform you that the ability to email in progress forms and envelopes from Forms is now available! You can now send out docs for review before sending them for signature. For more details on the feature, check out this article.

Thank you and keep the feedback coming!

0 Votes

SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hello!

We are pleased to inform you that the ability to email completed envelopes from Forms is now available! For more details on the feature, check out this article.

Thank you and keep the feedback coming!

Charleigh, Product Operations

0 Votes

SkySlope Support posted about 1 month ago Admin

Created By Jared Hill

Requester

YES!! Both would be EXCELLENT! That would make both the review and sending completed envelopes so much easier and seamless.

0 Votes

SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Jared!

Kallie from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! I've documented your request and also had a couple of questions:

Would it be beneficial to have the option to send a review copy from an action menu when viewing the form?
Would it also be helpful to have the option to send a copy of the form within the action menu (viewing envelopes) after the form was completed for signature?

Thanks again and have a great day!

0 Votes