Signed forms transfer from forms to skyslope

Posted about 2 months ago by SkySlope Support

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SkySlope Support Admin

Created By Troy Dixon

Requester

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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3 Comments

SkySlope Support posted about 2 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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SkySlope Support posted about 2 months ago Admin

Created By Jason Yeager

Requester

Agreed - double work

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SkySlope Support posted about 2 months ago Admin

Created By Jasmyn Mead

Requester

Agreed, this is a constant tedious issue for our agents as well

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