Ability to add and remove forms within a forms template.

Planned

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Bill Satterly

• August 04, 2020 15:38

Need ability to add and remove forms with an existing template.  Once a form template is created you do not have the ability to add or remove forms.  If a form is revised you currently need to create a new template instead of removing the old form and adding the new form. Not very effective if your template has several forms.  This is standard on other form applications.

3

• Official comment

  

  Prod Squad

  • August 06, 2020 17:15

  Hi Bill,

  Thank you for the feature suggestion. I'm happy to report that enhancement is on our roadmap and should be started within the next few weeks!

  -Megan Lutes, Product Manager

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  Robin M Willis

  • August 17, 2020 23:51

  Thank you.  I was just coming here to ask about the same thing.

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  Sheree Dutton

  • October 12, 2020 20:31
  • Edited

  yes !  I was really excited to see that I finally have access to forms, and that templates were included.  Until I found out that the templates cannot be changed.  What a waste of time to set up templates, only for the required docs to change and the template cannot be updated.  You have to start all over!  Pointless! 

  I guess I am back to my instanet forms :/

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  Prod Squad

  • October 12, 2020 20:52

  Hi there! I wanted to share an update that template editing is in development and will be ready very soon. Thank you all for your patience! We will update this thread once the change is live.

  - Megan Lutes, Product Manager

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  Rachael Endsley

  • October 19, 2020 19:59

  Another amazing and necessary feature is the ability to add/upload outside documents that are regularly a part of your files, like company-specific documents.

  And the ability to delete documents per file that are part of your template that are not always used, like Lead-based paint.

  Thank you!!!

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  Prod Squad

  • October 21, 2020 01:59

  Hi there! I am happy to report that the ability to edit your templates is now available! It can be found by clicking the menu in the upper right corner of the template card.

  Let me know if you have any questions, thanks!

   

  - Megan Lutes, Product Manager

   

  

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  Prod Squad

  • October 21, 2020 02:05

  Hi Rachael,

  Thank you for the suggestions!

  We have the ability to host your company-specific forms in SkySlope Forms. Please have your Broker reach out to your SkySlope Customer Success Manager to receive more details on Broker Forms!

  Also, forms can be deleted from your file by hovering over the form and accessing the menu - screenshots below.

  Hope this helps!

  - Megan Lutes, Product Manager

  

  

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