If you have documents in your property file that you need to share with others, using Document Bundles is a sure-fire way to get that done. A Document Bundle is a group of documents that can be accessed by anyone via a web link. All you need to do is select the documents, generate a link, and share the link via email! Let's go over how to bundle those docs and get to sharing.

In this article, we'll review:

• Create and Share Document Bundles
• How to Open and View Document Bundles

Create and Share Document Bundles

1. First, open the SkySlope file. Click on View Listings or View Transactions, or use the Search Bar, to locate the address, and then single-click to open the file. After opening the file, go to the Documents tab.

2. All of the documents in a file are listed on the Documents tab. On the left side of the page, use the check box to select all of the documents to be included in the bundle. Then, scroll to the top and click on Share Docs.

3. Type the name for your Document Bundle. For example, "Signed Listing Docs for 640 Laurel Drive" or "Listing Docs for John and Jane". This is how the recipients will view the name of the Document Bundle. After typing the name, click on Create. 

4. After clicking on Create, you will see a pop-up. In this window, there will be a web link that you will use to share your Document Bundle. Anyone who has access to this link will be able to click on it and view the documents. To send your documents, compose an email (either in SkySlope or from your own email) and paste the link in the body of the email, and send it off!

PRO TIP

Click on Copy Link to quickly copy the link to your computer so you're ready to paste & send!

Managing Created Bundles:

To manage your Document Bundles after they've been created, you can go to the Documents tab of your property file and click on Shared Bundles. From this section, you can copy links for created Bundles, as well as deactivate and reactivate Bundles to control whether or not they can be accessed.

How to Open and View Document Bundles

Viewing Document Bundles may be even easier than sending them. Here is a quick run-down of how to open Document Bundles after receiving the link.

1. Once you've sent the Document Bundle link to your recipient via email, your recipient will first have to open their email to view the link. Their email may look something like this:

2. After they've opened the email, they will need to click on the link to view the documents. Once they've clicked on the link, they will be redirected to a SkySlope page with a list of the documents in the bundle. Click on the name of a PDF to open that document. 

On the left side of the page, the recipient will be able to view information about the agent who shared the files.

To quickly download all of the files included in the Document Bundle, the recipient can click the Download All button in the upper-right corner:

As the sender, you can go back into your SkySlope property file and look at the Log tab to look at a list of who has viewed the documents, and which documents were viewed.

If you have any other questions about sending Document Bundles, don't hesitate to contact our Support Team! 

We are available by phone at 800.507.4117, by email at [email protected], and by live chat at support.skyslope.com. Happy SkySloping!