If you need to prepare forms to send to your client for signature using the SkySlope Forms Mobile App, you have to start by creating a Transaction first! In the article below, we'll walk you through how to create a new transaction, so you can easily add and fill your forms! 

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

1. Start by opening the SkySlope Forms app on your iPhone.
2. Tap Create Transaction at the bottom of the screen.
3. Select the type of Transaction you are creating. 
   - Listing: Seller-represented
   - Purchase: Buyer-represented
   - Lease Listing: Landlord/Owner-represented
   -Lease: Tenant-represented
4. Select the Phase of your Transaction. For example, for a Listing, you can select "Pre-Listing", "Active Listing", or "Under Contract". The Phase serves as a label on your Transaction so you can easily tell what phase that transaction is in. The Phases available will vary depending on the type of Transaction you are creating.
   Then tap Next.
5. On the next screen, you will enter the contact details for your client. Enter the contact's first name, last name, and email address. Tap Add Contact if you have more than one.
   When you're done, tap Next.
6. Type the property address. If you are working with a buyer or tenant and don't have a property address yet, check the box for "I don't have a property". 
   Then tap Next.
7. When creating a new Transaction, you have the option to start off using one of your Forms Templates. For example, if you are creating a new Listing, and you have a Listing Agreement Template that contains all the forms you need for a new listing, you can select that Template. After the file is created, all of the forms from that Template will automatically be added into your file, and will prefill with information available from the File Details page. 
   Select a Template and tap Continue, or tap Skip.
8. Next, you will name your Transaction. It will default to the property address, but you can choose to have it named after your client as well. Additionally, you can tap on the Transaction Name field and type a customer name. 
9. Finally, tap Create Transaction and your new transaction will be created!

After creating your Transaction, you're ready to start adding your forms.

If you have any questions about using the SkySlope Forms Mobile App, please reach out to our 24/7 Support team!