Renaming Documents

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Abigail Gibson

Requester

It would be a wonderful feature is agents were able to rename an envelope other than the initial upload. Sometimes I forget and then I have 5 envelopes with the same name. This might be something very easy for you to change.

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hello all!

We are pleased to report that this feature is now available! Learn more by visiting this link.

Thanks for the requests, and keep ‘em coming! We’re always listening!

- Charleigh, Product Operations

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SkySlope Support posted about 1 month ago Admin

Created By ANDREW PULSIFER

Requester

Changing the name of the envelope at ANY stage of transaction would be very helpful.

The 'naming' of the envelope does not happen at a logical time, nor is there any indication that NOW is the time to name envelope. It just gets a name. And there's no notice that it's getting a name until it's named and then you can't change it.

Please adjust so we can rename any envelope at any time without having to resend for signatures! The renaming of an envelope shouldn't trigger any changes to the docs within or date timestamped on it. Thanks. Andrew Pulsifer, Allen Tate, Asheville NC

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Abigail!

Charleigh from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! To clarify, you'd like to rename envelopes that have been sent from Forms? At what stages of the envelope would you like to see this capability?

Thanks again and have a great day!

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