Our team has been hard at work crafting a new Dashboard that places the most integral parts of SkySlope right at your fingertips.  We've made it easier to find...everything!  With the new search bar and by providing shortcuts to your Forms files and DigiSign envelopes, you will have less screen time and more YOU time. ✨

In this article:

• Visual Guide
• Step-by-Step Guide
• SkySlope Training (New Dashboard)

VISUAL GUIDE

STEP-BY-STEP GUIDE

New & Improved Search Bar

The search bar we created for the new SkySlope Dashboard is truly the best thing since sliced bread. You can still search by property address, agent or contact name, file ID and MLS number. But now, the search works across not only your SkySlope files but all of your Forms files and DigiSign envelopes as well. 

Getting Around

To switch from one app to another, you can use the Apps icon! Then select the App you'd like to use next and you'll be taken there right away.

SkySlope Listing & Transaction Files

1 - Recent Listing & Transactions: Here you will see your six most recently modified Listing and Transaction files. Click the file icon to open the file.

2 - View Transactions: Click View Transactions to be taken to the Manage Transactions page.

3 - View Listings: Click View Listings to be taken to the Manage Listings page.

4 - More: Click the More button to open more options. From here, you can jump to the Archives, Canceled Contracts, the Tasks & Reminders page, or your Working Documents. 

5 - Create a New Listing/Transaction: Click Create New and then select Listing or Transaction to create a new broker file.

SkySlope Forms Files

1 - Recent Forms Files: Here you will see your six most recently created SkySlope Forms files. Click the file icon to open the file.

2 - Draft a Listing: This is a shortcut to creating a new seller/landlord-represented Forms file.

3 - Write an Offer: This is a shortcut to creating a new buyer/tenant-represented Forms file.

4 - Browse Libraries: The Browse Libraries feature allows you to browse a list of your available forms, and even preview, print and download them, without first needing to create a Forms file.

5 - View All Files: Click View All Files to jump over to the SkySlope Forms Dashboard, where you can access all of your Forms files, envelopes and account settings.

DigiSign Envelopes

1 - Recent DigiSign Envelopes: Here you will see your six most recently created DigiSign Envelopes. Click the envelope to open it.

2 - View All Envelopes: Clicking View All Envelopes will take you to the DigiSign Dashboard, where you can manage all of your envelopes.

3 - Create New Envelope: From here, you can create a new envelope to send documents out for signature.

Breeze

If Breeze is available in your state, you can access your Breeze hub here.

1 - View All Disclosures: Click View All Disclosures to be taken to the Breeze dashboard, where you can manage all of your disclosure packets. 

2 - Send Disclosures: From here, you can start a new disclosure packet.

SkySlope Training (New Dashboard)

• Admins: Need a login with the New Dashboard for training purposes?  Reach out to your Customer Success Manager for a training profile login, or check out the training resources below!

• • SkySlope Agent Training
  • SkySlope Agent Training + SkySlope Forms

If you have any questions about using the new Dashboard, please reach out to our 24/7 Support team!