It's unlikely that SkySlope Forms can get any easier than it already is... But one way to speed up the process of filling your forms and getting them signed is to use Forms Templates. A Forms Template is a group of forms that are already filled with data that doesn't change from file to file, such as your name, brokerage, and license number. The video below demonstrates how to apply a Forms Template to your file after you've created the template.

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VISUAL GUIDE

User Profile and Forms Templates 

Any information you enter into the User Profile will automatically appear in the corresponding fields on your forms.

When creating a new Forms template, skip over any fields from the User Profile (agent info, brokerage info, etc.) since the User Profile will override these fields once they are applied to a Forms file. Instead, fill out non-profile information that isn't likely to change.

Step-by-Step Guide

After creating your Forms Templates, follow these steps to apply a Forms Template to your file.

1. Open your SkySlope Forms file.
2. Click Apply Template.
3. Select the template you want to apply when the Apply Template window opens.
4. The template will be applied, and all the forms from that template will be added to your file! 

You can also apply a template when you first create your file!

1. From the Forms Dashboard, click Create.
2. Enter your file details, such as your representation, your client's details and the property information.
3. At the bottom of the Create File page, you will see a list of your available templates to apply. 
   Note: You will only see templates that match the selected representation type for this file (Ex: Buyer).
4. Click to select a template. Then click Create to create your file with the applied template. 
5. On the next page, you'll be taken to your newly created file, and all of the forms from your template will be added to it! 

Ready for more? Sign up for on-demand SkySlope Forms training!