Using Split & Assign

Here at SkySlope, our goal is to place all of your resources in one place. If you just sent your documents out through DigiSign, and they came back signed as one large PDF packet, we've created a tool called Auto Split & Assign that will automatically separate them and attach them to your Checklist. 

VISUAL GUIDE

STEP-BY-STEP GUIDE

1. Navigate to the Documents tab of your property file.
2. Locate the document packet that you need to separate. Then click Split.
3. Now, your document will be scanned and automatically split and assigned to the most applicable Checklist item we can find. Just sit back and watch the magic happen! ✨
   If you'd prefer to split your documents manually, click Clear Suggestions.
4. After turning on Auto Split, the tool will scan your documents, separate them by name and page range, and locate the associated Checklist item.
   When this is done, you will see a list of new documents and the matching Checklist item. Be sure to review these to ensure they're all correct.
5. If there is a form that we can't identify, like a brokerage-specific form, for example, that form will not be named. To name and split that form, you can click on that line item to jump right to that page. You can then review that form and select the correct Checklist item.
6. When you're done, click Split & Assign.
7. After the documents have been split, you can return to the Documents tab, or jump over to the Checklist to review your submitted documents.

If you have any other questions about Split & Assign, don't hesitate to contact our 24/7 Support Team! We are available by phone at 800.507.4117, send an email over to [e-mail] or start live chat with us at support.skyslope.com! Happy SkySloping!