I have created Templates with one just Form and I have created Templates with a group of Forms (that are helpful for agents send out a few different documents via Digisign at once....such as a Brokerage Disclosure and a Listing Agreement....or a Brokerage Disclosure and and Buyer Agency together).
HOWEVER,
I would love to see the ability for an Agent to go through a LIST of Individual Templates and pick, choose and ADD the Templates they want to send for Signatures.
ie: If an Agent wants to send a Listing Agreement, Brokerage Disclosure and Lead Based Paint Disclosure...they can just go through and check which specific forms they want to send for that particular situation.
Also, would LOVE to have the ability to re-order the Templates that I have made and shared. Currently, they default to order of date made. I'd love to order them my type of Templates (such as all Listing docs together and all Sale docs together).
Thanks so much.
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1 Comments
S
SkySlope Supportposted
3 months ago
Admin
Created By Prod Squad
Agent
Hey Tami,
In this situation are you looking for the ability to have your agent create a DigiSign envelope from the Templates you created? Currently, they can select a single template to create an envelope from OR send all the documents they need to DigSign then apply the templates to each document. For the second part, I understand the request to be able to order and organize templates. We will monitor this post for up-votes for consideration of the feature.
Created By Tammi Cole
RequesterI have created Templates with one just Form and I have created Templates with a group of Forms (that are helpful for agents send out a few different documents via Digisign at once....such as a Brokerage Disclosure and a Listing Agreement....or a Brokerage Disclosure and and Buyer Agency together).
HOWEVER,
I would love to see the ability for an Agent to go through a LIST of Individual Templates and pick, choose and ADD the Templates they want to send for Signatures.
ie: If an Agent wants to send a Listing Agreement, Brokerage Disclosure and Lead Based Paint Disclosure...they can just go through and check which specific forms they want to send for that particular situation.
Also, would LOVE to have the ability to re-order the Templates that I have made and shared. Currently, they default to order of date made. I'd love to order them my type of Templates (such as all Listing docs together and all Sale docs together).
Thanks so much.
0 Votes
1 Comments
SkySlope Support posted 3 months ago Admin
Created By Prod Squad
AgentHey Tami,
In this situation are you looking for the ability to have your agent create a DigiSign envelope from the Templates you created? Currently, they can select a single template to create an envelope from OR send all the documents they need to DigSign then apply the templates to each document.
For the second part, I understand the request to be able to order and organize templates. We will monitor this post for up-votes for consideration of the feature.
Looking forward to hearing from you,
Jessey, SkySlope Product Manager
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