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
10 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
10 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
10 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
10 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
10 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 10 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 10 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 10 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 10 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 10 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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