Submit Docs to the Checklist — Mobile App

Created by Aubrey Finney, Modified on Thu, 1 May at 6:07 AM by Muhammad Harris

All of your tools, all in one place. Use the SkySlope mobile app to submit your executed documents for review. Learn how below! 

 

Attach Documents to the Checklist

You can use the SkySlope Mobile app to submit documents for review in a few different ways.

From the Checklist

  1. Using the SkySlope app, navigate to your Listing or Transaction file.
  2. On the Checklist, tap to select the item where you'd like to submit the document.
  3. Tap Attach.
  4. Tap one of the following options:
    - SkySlope Documents: Select a document already uploaded to your Documents list.
    - Upload: Upload from your device.
  5. After selecting the appropriate document, tap Assign to assign the document to the Checklist item.

Attach on Mobile .gif

 

From the Documents Page

  1. Using the SkySlope app, navigate to your Listing or Transaction file.
  2. On the Documents list, locate the document you want to assign to the Checklist. Then tap the Action icon DTM Actions Menu ICon.png
  3. Tap Assign to Checklist.
  4. Use the checkmark icon small checkmark icon.png to select the Checklist item to assign the document to.
  5. Tap Assign

Attach on Mobile 2.gif

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