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Created By Rock Realty Admin
RequesterRight now there is no way to change the auto/default assigned person to items like the checklist in the Real Estate Condition Report in real time. Agents have to put whoever they want filling out forms as the first/primary contact, but that doesn't allow them to easily assign different forms/tasks to different people if they want? I would like a feature that allows agents to easily change the auto-assigned fields in Digisign right in the file.
So, change all of these checkboxes from Seller 1 (orange) to Seller 2 (turquoise) easily with one or two clicks within forms:
0 Votes
3 Comments
SkySlope Support posted about 2 months ago Admin
Created By Prod Squad
AgentHey Sam!
Check out this helpful article that includes some DigiSign Tips and Tricks - You can highlight multiple fields and change who is assigned to them with ease! Feel free to peruse our other resources pertaining the New DigiSign Experience or reach out to our rockstar support team if you have any other questions!
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By Sam Eifert
Requester50/50 I would say. It doesn't look like there is even a way to manually change them (although that would take a ton of time to do with all those checkboxes) if needed.
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By Prod Squad
AgentHi,
Tyler from the Product team here at SkySlope. Thank you for the feedback! How often would you say it happens that the first entry/primary contact is not the person you want filling out the forms?
0 Votes
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