Transaction Coordinator- Audit Feature Request

Posted about 1 month ago by SkySlope Support

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S
SkySlope Support Admin

Created By File Audit

Requester

Hi, 

I'd love it if there was a way for TC's who are splitting documents using SS to be able to audit the file to see what they are missing.  I find that when TC's use the split feature all the documents are submitted to the auditor and often times lots of them with missing signatures.  When asked for feedback from the TC's they state that there is no easy way to view the signatures in the small pdf window that is provided by SS to split documents and there is no place to put comments on what is missing.  What happens is then the TC has to go into the file and click on every single paperclip to see which documents are signed.  Often times they do not go through this extra step and it puts an unnecessary burden on the Auditor to tell the TC's which documents are missing.  

It would be great if the TC's has a similar quick audit feature where they can make comments and at least view the documents but not approve or reject them so that they can view which documents need signature before the file is submitted to the auditor for review.  This would cut down on a significant amount of work for the auditors that are reviewing files.

Thank you,

 

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