Workshop Wednesday - October 15, 2025
#opentoclose 00:00 - Intro 00:56 - Recent bug fixes and task creation issue 03:04 - Uploading documents and Skyslope integration explained 06:21 - Comparing document integrations: Skyslope vs Dotloop 08:01 - Splitting and organizing documents in Open To Close 11:07 - Encrypted documents and troubleshooting tips 11:14 - Intake forms and previewing uploaded documents 14:22 - Triggered emails not removing after sending 15:47 - Expanding contact fields on intake forms 17:37 - Using integrations as your source of truth 19:06 - Handling contact imports from external CRMs 22:59 - Renaming approved documents and file name settings 27:09 - Managing duplicate contacts and using connections 28:01 - Using contact groups for cleaner workflows 31:23 - Assigning contact groups to transactions 32:35 - Troubleshooting date format display in properties 34:00 - Verifying organization vs personal date settings 36:29 - Reporting formatting bugs to support 38:20 - Contact groups vs connections best practices 41:02 - Why groups are easier for team changes 43:03 - When to use groups vs connections 45:11 - Final updates and reversed “task completed” label 47:17 - Feature requests, update timing, and user feedback 48:19 - Support ticket tips and how to share Loom videos 50:50 - Website feedback and closing remarks
