Insider Tips: Staying Organized in SkySlope

Here are some tips and best practices from our Support team to help you organize your account and close your deals more easily in SkySlope.

Working Docs Organization Tips

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• Making folders in Working Docs
• Deleting unnecessary documents
• Appropriately naming files

Creating Folders

Create folders in Working Docs to organize documents not ready to be added to SkySlope files. Simply click + Add Folder, give your folder a name, and move your documents into that folder.

Learn more about Working Docs.

Deleting Documents in Working Docs

Delete unnecessary documents to reduce clutter.
Note: This isn't available in property files. Click here to learn how to move property file documents into the Trash folder.

Renaming Documents for Easy Recognition

Tip: This works in property files too!

Property File Organization Tips

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• Moving documents to the Trash folder
• Using columns to sort by name or date
• How to hover to preview documents
• Canceling/Withdrawing files to reduce clutter

Move Documents into the Trash Folder

Move unnecessary documents into the Trash folder to reduce clutter.

Use Column Headers to Sort

Use the Document Name, Date Uploaded, and Number of Views column headers to view documents in certain order. 

Hover to Preview Documents

Hover over the eye icon to preview the icon to eliminate dozens of open tabs.

Cancel and Withdraw Files

Withdraw Listing files and cancel Transaction files to keep your account up-to-date.

Withdraw Listing:

Cancel Transaction:

Have a specific area of SkySlope you need help getting organized? Reach out to our Support Team! We're available 24/7 at support.skyslope.com.