Move a completed envelope to an existing transaction

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Kristen Butts

Requester

It would be great if we could essentially slide a "completed envelope" over to listings or transactions without the added steps of having to download and/or email it regardless of whether or not I've created the listing from the forms file. 

In the past, I've emailed it and downloaded it, but if this can be done in fewer steps (since it's all under the sky slope umbrella) that would be more efficient. For example, if we could push an envelope into transactions or listing if in the forms section. Or pull a completed envelope from digisign forms if already signed into the skyslope/transactions section?  
I'd basically like to move a completed envelope into a transaction or listing without the added step of having to download and/or email. 

I also wouldn't want everything to automatically be sent if I created a listing from a forms file (ie if only buyer or seller has signed). If there is a way you can make it so it does NOT auto send a completed document because it may require someone outside (other agent's client) to still sign. Thank you! 

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SkySlope Support posted about 1 month ago Admin

Created By Deborah E. Woodruff Broker

Requester

I agree.  I am exploring other options if you have any suggestions.  If I always have to download everything onto my drive as we go it defeats the benefits of the program.  I only want to do that at the end when its all complete for a secondary backup.  

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