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Created By Denise Candelario
RequesterWe have documents that are not in the forms library that we would like to add to our templates. ANy idea when that feature will be created. And eXp specific disclosures that we are required to send to our clients would be nice to add to the templates.
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2 Comments
SkySlope Support posted about 2 months ago Admin
Created By Prod Squad
AgentHi again Denise!
I have some exciting news - this feature is now available! Brokers and agents now have the option to upload documents into a Forms template. Simply click the template you'd like to edit, then click the "Upload Documents" button at the bottom of the page.
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SkySlope Support posted about 2 months ago Admin
Created By Prod Squad
AgentHi Denise!
Kylee from the Product team here at SkySlope. Thank you for providing us with this feedback! Our team is currently working on making it possible to add an external form into a template directly. In the meantime, as a workaround, you can add the external PDF into a particular Forms file, select the forms you wish to include in the template, click Fill and Send, and then click "Save as a Template" in the lower right corner.
If you have any questions, please feel free to reach out to our Support team anytime via chat, at [email protected], or at 1-800-507-4117 x2, and they'd be happy to walk through this process with you step by step.
Have a great day!
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