Filter by File Reviewer

Brokers and Auditors can leverage File Reviewer assignment to quickly and easily review the files assigned to them!

In this article, we'll go over:

• How to Assign a Reviewer (Two Ways)
• How to Access Assigned Files

Assign a Reviewer

You can assign a File Reviewer from two locations: from within the file, or from the Manage Transactions/Manage Listings page.

File Details Section

1. Start by opening the file.
2. The File Details are located at the top of every tab in the file. On the right side, locate the Reviewer.
3. Click the pencil icon to assign a reviewer.
4. In the pop-up that opens, type the name to select the File Reviewer you'd like to assign to the file.
5. Click Save.

Manage Transactions/Manage Listings

1. From the SkySlope home page, navigate to Manage Transactions or Manage Listings.
2. Locate the file.
3. On the right side of the page, click on the Actions icon .
4. Select Assign.
5. In the pop-up that opens, type the name to select the File Reviewer you'd like to assign to the file.
6. Click Save.

Accessing Assigned Files

Similar to Stages, Brokers and Auditors can use the File Reviewer assignment as a filter that will allow them to easily view only the files assigned to them.

1. Navigate to the page where you start your file review, such as Manage Transactions or Docs to Review.
2. At the top of the page, locate the Reviewer Filter. Type your name in the search bar. Then select your name and click Save. 
3. The page will refresh and show only the files assigned to the selected reviewer.