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Created By Michelle Tomlinson
RequesterThis is the second time this month I have had a buyer who has decided to sell and I love the duplicate file feature. I change everyone over to sellers and me to seller agent without having to input seller and/or property info in again, however there does not seem to be a way to change the way forms labels the file. They are still labeling it as a buyer file so when I go to load listing documents to Skyslope it does not show "buyer" files as options to pull from. So I have to download all the documents to then upload them into Skyslope. Can there be a way for the file category to follow whatever I set myself to representing (so buyer if I change to buyer agent, seller if I change to seller agent)?
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SkySlope Support posted about 2 months ago Admin
Created By Prod Squad
AgentHi Michelle!
Charleigh from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! This is a really great call out. I'll get this recorded for our product management team's review. To confirm, you are duplicating files to retain the client information and property information? Which property information is most useful in the duplication? Looking forward to your reply!
Thanks again and have a great day!
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