Become a SkySlope expert! Our Customer Success team hosts weekly webinars to help you brush up on your SkySlope skills. Each webinar will take about 15 minutes.
Join us every Wednesday at 10:00 AM PST (12:00 PM CST | 1:00 PM EST)
FEBRUARY 2019 WEBINAR SCHEDULE
|FEB 6||WED||10 AM PST||
SETTING UP YOUR ACCOUNT
|FEB 13||WED||10 AM PST||
Who can create and manage Checklists, Transaction vs. Listing Checklists, how to use the Master Checklist, and sharing Checklists across offices
|FEB 20||WED||10 AM PST||
zipForm Plus Essentials
How to integrate zipForm Plus + SkySlope, sending zipForm Plus docs out for signature with DigiSign, and how to import zipForm Plus data when creating SkySlope files
|FEB 27||WED||10 AM PST||
Connecting with your Clients
How to use Document Bundles to share files with your clients, emailing from your SkySlope files, downloading documents from Archived files in one click, and storing Texts and Emails for compliance!
JANUARY 2019 WEBINAR SCHEDULE
|JAN 9||WED||10 AM PST|| UTILIZING TASKS & REMINDERS
Creating, sharing, and importing Task Templates; Syncing with your calendar.
|JAN 16||WED||10 AM PST|| ADMINS - BECOME A QUICK AUDIT EXPERT
Reviewing files & documents, closing & archiving files, and our best practices.
|JAN 23||WED||10 AM PST|| DOCUMENT TIPS & TRICKS
Using Split & Assign, the Working Docs section, and the Office Inbox (for admins).
|JAN 30||WED||10 AM PST|| ADMINS - OFFICE INBOX
Setting up the Office Inbox, and how to utilize it to streamline the auditing process.