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 Supportposted
3 months 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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S
SkySlope Supportposted
3 months 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 Supportposted
3 months 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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S
SkySlope Supportposted
3 months ago
Admin
Created By Jerry Bush
Requester
Putting them in order before putting them in the envelope works for me.
0 Votes
S
SkySlope Supportposted
3 months 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.
Created By LaNita Cloninger
RequesterWhen 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!
0 Votes
5 Comments
SkySlope Support posted 3 months ago Admin
Created By Olivia Thurmond
RequesterTo clarify, Lanita is trying to send documents from Skyslope Documents, not from a Forms file. Thank you!
0 Votes
SkySlope Support posted 3 months ago Admin
Created By Julie K. Williamson
RequesterI agree it would be helpful if we could reposition forms after uploading them like we can in regular digisign.
0 Votes
SkySlope Support posted 3 months ago Admin
Created By Helen Hammond
RequesterI 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.
0 Votes
SkySlope Support posted 3 months ago Admin
Created By Jerry Bush
RequesterPutting them in order before putting them in the envelope works for me.
0 Votes
SkySlope Support posted 3 months ago Admin
Created By Olivia Thurmond
RequesterI agree! When presenting an offer to a cooperating broker, documents should be in a specific order. It's standard practice for our brokerage.
0 Votes
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