When getting started in SkySlope Forms, the first item on your to-do list is to create a file. After you've created your file, you can add forms, fill them out, and send them out to be signed. Check out the video below to learn how to create files in SkySlope Forms.

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VISUAL GUIDE

STEP-BY-STEP GUIDE

1. Click Create + on the SkySlope Forms dashboard.
2. (If applicable) Use the drop-down menu to select who you are creating the file for: yourself or a collaborator.
3. Enter your client details:
   - Representation: The representation type you select will determine which Forms Templates are available to add. For example, you can only add Seller Templates into a Seller Forms file.
   - Contact information: Add your client's full name and email address. Be sure to record their email address accurately to ensure they receive their invitations to sign documents!
4. Enter your property details:
   - Import MLS Data: Use the MLS Import tool to quickly import property data from the MLS.
   - Property Address: Alternatively, you can manually enter the property address if you have one.
5. Decide how you'd like to name your file using the radio buttons to select one of the three options:
   - Address (default): If you have one, the file name will default to the property address.
   - Primary Client: If you'd prefer, select Primary Client to have the file named after the first contact you entered into your file.
   - Custom name: Manually type a custom file name into the File Name field.
6. Click Create to create your file. 
7. The next step? Adding forms, of course! 

Ready for more? Sign up for our "on your time" SkySlope Forms training!