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Created By Olivia Thurmond
RequesterMany agents end up saving documents into draft envelopes when they only want to make changes to the document itself, not create a new draft envelope. This often results in numerous draft envelopes, many of which are unnamed because the agents didn’t intend to create them. This issue arises because the main actions available—“Save & Exit” and “Prepare Signature”—both save the document into a new envelope.
Currently, the only way to update a document without saving it into a new envelope is to click the small text displaying the file name on the opposite side of the screen. This action saves changes to the document without creating a new envelope.
To address this, I recommend adding a button labeled “Return to File” next to the “Save & Exit” and “Prepare Signature” buttons. This button should provide the same functionality as clicking the file name text, allowing agents to save changes to the document without creating a new draft envelope.
0 Votes
10 Comments
SkySlope Support posted about 2 months ago Admin
Created By Dana Santerre
RequesterYes please! I am trying to encourage all our agents to Skyslope forms and they are SO confused by all the envelopes in their file. The just want to make a change to a form and return to their list of forms. Not have an "envelope"
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By Lauren Reinhardt
RequesterThis is much needed.
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By WILLIAM WHITT
RequesterGreat Idea. Would be very helpful
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By Lauren Rippy
RequesterYes this would be so heloful
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By Sharon Sweeney
RequesterI support adding a button labeled “Return to File” next to the “Save & Exit” and “Prepare Signature” buttons. This button should provide the same functionality as clicking the file name text, allowing agents to save changes to the document without creating a new draft envelope.
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By DAYNA PELLE
RequesterPlease add this new button to help us streamline our work. Not having so many saved drafts helps us work more efficiently.
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By Nancy Witek
RequesterI support adding a button labeled “Return to File” next to the “Save & Exit” and “Prepare Signature” buttons. This button should provide the same functionality as clicking the file name text, allowing agents to save changes to the document without creating a new draft envelope.
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By ELENA PETERS
RequesterYes and yes!
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By Todd Kaderabek
RequesterThis would be very helpful. It is not intuitive to skip the two button options and use the Skyslope back arrow to avoid creating an envelope.
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By KATHERINE KADERABEK
RequesterThis would be so helpful! Please make this change.
0 Votes
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