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Created By Christine Fletcher
RequesterPease enable sharing from the envelopes to the Skyslope transaction so we don't have to download and send or upload each document.
Thank you!!!
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SkySlope Support posted about 2 months ago Admin
Created By Prod Squad
AgentHi Christine!
Kylee from the Product team here at SkySlope. To clarify, would you like to create the SkySlope transaction file from the Forms file, so that documents from completed envelopes in Forms will appear automatically in the transaction file? This is currently possible, and I've included a step-by-step tutorial on this process here: https://support.skyslope.com/hc/en-us/articles/360046688031-Create-SkySlope-Files-with-Forms-Data
Forms from the completed envelope will appear in the Documents tab of the transaction file.
It's not currently possible to link after the transaction file is already set up, but this is on our radar for development.
Happy SkySloping!
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