Renaming Personal Docs

Posted about 2 months ago by SkySlope Support

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S
SkySlope Support Admin

Created By Shelby

Requester

There should be a way to rename personal docs similar to reviewing docs. Like you click on one>it pops up>you rename it> and then you can easily click to the next doc to rename that one.

I find our agents are letting pages and pages of signed documents build up and then having a hard time finding the documents they need to complete their checklists. Which in turn delays us getting paperwork! 

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