After you've selected the forms you need for your transaction, next comes the most important part: filling them out! In the guide below, we will walk you through how to quickly and efficiently fill out your forms using the SkySlope Forms Mobile App.
SkySlope Forms is available for iPhone in the iOS App Store, and for Android in the Google Play store.
VISUAL GUIDE
STEP-BY-STEP GUIDE
- From the Transactions list, tap to open the desired Transaction.
- After opening your Transaction, you will see a list of all of the forms in your Transaction.
Don't have any forms yet? Click here to learn how to add forms 3 different ways. - To select a form to fill, tap on the name of the form. Then you will see a blue checkmark icon over the thumbnail preview of that form; that means the form is selected.
To select more than one form, continue to tap on all of the forms you need to fill. - Once you've selected all of the necessary forms, tap Fill & Send at the bottom of your screen.
- Now you will arrive at the form filling page. Here you will proceed page-by-page to complete your forms, tapping on all of the blue areas to enter the necessary information.
Different field types will function in different ways. For example, a Name field may auto-fill with your client's information from the File Details page; a Date field will let you quickly select a date from a calendar modal; and a single- or multi-line text field will let you manually type necessary details. To learn more about filling forms and different field types available, click here. - Once you've completed filling your forms, tap Next to proceed. From there, you will prepare your envelope to send for signatures!
If you're not ready to send just yet, tap Fill & Send in the upper-left corner to save your forms as a draft envelope.
After you've filled your forms, you're prepared to send them out for signatures whenever you're ready! Click here to hearn how to prepare an envelope on the Forms Mobile App.
If you have any other questions about filling forms on the SkySlope Forms Mobile App, please don't hesitate to reach out to our 24/7 Support Team!
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