Why on earth can't we have all the forms from the signed docs tab in forms, transfer to skyslope when we create a transaction? Not every COMPLETED form goes through our signing. This seems like a massive oversite..
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SkySlope Supportposted
3 months ago
Admin
Created By SkySlope Broker
Requester
Hi Skyslope support team,
This request was posted 5 months ago...there is still no way to get digisigned documents into an existing Listing\Transaction directly. I understand the email-in option but that is not intuitive.
There is also no way to get a FILES' documents into an existing Listing\Transaction...this seems to be a one time task when creating the Listing but then no way to pull additional docs from the FILE...again, email in may work here but in hindsight.
There is also no way to get a FILES' manually uploaded signed documents into a new or existing Listing\Transaction because when creating a new Listing from a FILE, it will only transfer documents that came through digisign...that is a major flaw in workflow between agents and their TCs. Yes, you can email them in.
Will there ever be a direct way to push\pull documents between Files, Listings and Transactions?
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S
SkySlope Supportposted
3 months ago
Admin
Created By Jason Yeager
Requester
Agreed - double work
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S
SkySlope Supportposted
3 months ago
Admin
Created By Jasmyn Mead
Requester
Agreed, this is a constant tedious issue for our agents as well
Created By Troy Dixon
RequesterWhy on earth can't we have all the forms from the signed docs tab in forms, transfer to skyslope when we create a transaction? Not every COMPLETED form goes through our signing. This seems like a massive oversite..
0 Votes
3 Comments
SkySlope Support posted 3 months ago Admin
Created By SkySlope Broker
RequesterHi Skyslope support team,
This request was posted 5 months ago...there is still no way to get digisigned documents into an existing Listing\Transaction directly. I understand the email-in option but that is not intuitive.
There is also no way to get a FILES' documents into an existing Listing\Transaction...this seems to be a one time task when creating the Listing but then no way to pull additional docs from the FILE...again, email in may work here but in hindsight.
There is also no way to get a FILES' manually uploaded signed documents into a new or existing Listing\Transaction because when creating a new Listing from a FILE, it will only transfer documents that came through digisign...that is a major flaw in workflow between agents and their TCs. Yes, you can email them in.
Will there ever be a direct way to push\pull documents between Files, Listings and Transactions?
0 Votes
SkySlope Support posted 3 months ago Admin
Created By Jason Yeager
RequesterAgreed - double work
0 Votes
SkySlope Support posted 3 months ago Admin
Created By Jasmyn Mead
RequesterAgreed, this is a constant tedious issue for our agents as well
0 Votes
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