Checklist Document set up By Broker and Document tab to Share Docs Tab

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Valerie Ayala

Requester

The Checklist created by the broker should match the Document Name under Documents. We are finding the way it is currently set up is not ideal as the checklist has the Name and it should mirror and match the upload. I strongly feel that having the checklist name should not only serve for Auditing and compliance, but also to efficiently be able to identify the uploads we did in the checklist and share. Toggling over the "View " to identify the forms creates setbacks. If the upload is already being done under checklist creating the mirroring of the names should not be an issue.

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Valerie!

Charleigh from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! I have a few questions for you so that I can best capture your request. What specific forms are you referring to? Are they broker forms or association forms?

Thanks again and have a great day!

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