Form Template Categories
The addition of Template Categories is the first step in making your templates more customized, allowing them to better fit the needs of your business. Now, when creating your Forms Templates, you can select the Template Type, such as "buyer" or "seller", for example. This will streamline your workflow, and make using Templates even easier.
Checkbox Groups when Filling Forms
Prior to this release, checkbox groups were only available in DigiSign, after the form had already been filled out. We are working to make this feature available for all Forms users as soon as possible, and we're starting with the most heavily utilized forms. For now, look for this feature on [SAMPLE FORM NAME] in the CAR form library, for example.
New Contact Types: "Me" and "Other"
Another huge time-saver, each time you create a new Forms file, you will automatically be added as a contact, and all of your contact details will come with it! Now, without using templates, you are saved several steps, and can get your forms sent out for signature even faster!
The new "Other" contact type makes it easier to add a transaction coordinator, an attorney, or any other miscellaneous contact. Now that you can add them into your file as a contact, the process for sending them a copy of a signed document is more streamlined.
Looking for what's new and exciting in SkySlope? Our team is working on some great updates that will be in our next big release. Stay tuned!