"Signature Templates" in Forms App

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Eric Giordano

Requester

My brokerage recently began using the SkySlope Forms app. A major thing I see missing at the moment is the ability to use pre-made signature templates for common documents if using Forms to prepare and send an envelope. Previously I would enter DigiSign from SkySlope, then upload my forms. From there, I was able to select a signature template for each document, which would then place the appropriate signature, date, check, etc... boxes where they needed to be on each specific document. With the Forms app, it places the signature boxes appropriately in the from I'm currently filling out, but if I add forms via upload, I don't see an option to apply a template to these, so I am stuck having to place all the signature boxes on these documents ever time. I'm ether missing something or this was overlooked. The functionality within DigiSign from SkySlope was perfect in this respect.

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SkySlope Support posted about 1 month ago Admin

Created By Anna-Marie Termini

Requester

can you provide a way to tailor messages for the different signors?

 

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Eric!

Charleigh from the Product team here at SkySlope. Thank you so much for taking the time to reach out with this feedback! Signature templates are something that is currently on our team's radar. We will be sure to keep you updated as we make progress on this feature!

Thanks again and have a great day!

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