Control Order of Documents when sending an offer

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By LaNita Cloninger

Requester

When I'm sending an offer to another agent, I want to control the order of the documents.  In other words, I want the OTP to be first with accompanying addenda to follow.  Right now it looks like an organized mess.

 

Thank you!

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SkySlope Support posted about 1 month ago Admin

Created By Olivia Thurmond

Requester

To clarify, Lanita is trying to send documents from Skyslope Documents, not from a Forms file. Thank you!

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SkySlope Support posted about 1 month ago Admin

Created By Julie K. Williamson

Requester

I agree it would be helpful if we could reposition forms after uploading them like we can in regular digisign.

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SkySlope Support posted about 1 month ago Admin

Created By Helen Hammond

Requester

I definitely put them in order. I categorize them after the offer intro. Terms of offer and then the attached documents. I helps me to be sure that I didn't miss anything. 

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SkySlope Support posted about 1 month ago Admin

Created By Jerry Bush

Requester

Putting them in order before putting them in the envelope works for me.

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SkySlope Support posted about 1 month ago Admin

Created By Olivia Thurmond

Requester

I agree! When presenting an offer to a cooperating broker, documents should be in a specific order. It's standard practice for our brokerage. 

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