ZipForm Integration

Tyler,

Thank you for taking time to address these issues/suggestions - It's much appreciated! 

1. Currently, agents create and customize their templates to suit their needs and be customized to their business. However, if that were to be eliminated and would need to be templates created by the office administrator, that would be no problem. I would estimate that we would need 5-10 different templates. We can provide the forms needed for the templates (list of requirements) or we can create them ourselves like we do with Checklist requirements. 

2. Exactly what Janelle said - This is for either uploading listing disclosures or office specific required documents. It's easier to upload everything needed initially in one location.

3. Perfect!! 

Thanks! Chris Matoushek 

Chris - Great feedback; I have commented on all three. 

1. The "apply-templates" is a limitation on the API's zipFORMS makes available to its partners, including SkySlope. My understanding is that they are coming out with a V2.0 of the API's where we can call the templates, this would solve the exact item you have mentioned. Internally we have talked about making templates on our application where it would call those documents from the form's library so that you can re-create templates and use them if you find that SkySlope is the primary spot you would like to do everything out of. Question for you; How many templates do you have and if we did this would you re-create your templates in SkySlope? 

2. Add forms from desktop/personal docs - GREAT IDEA! I have a follow-up question; what specifically are you trying to accomplish here? If you were to add forms from your zipFORM library and then add documents from either your desktop/personal docs, what would be the next step? I am trying to find the reason for having these docs together. I am assuming to get signed or have them all in one place when you are with your buyer/seller? 

3. zipFORM on the home page - We hear you loud and clear on this. We are refactoring the home page to deliver what is used often so that you can have everything front and center. Details to follow. 

I'm not Chris -

1) but we have at least 8 templates in our office in Zipforms - and so long as you can complete partial form fill in - meaning filling in the blanks for the agents that are the same on 99% of the transaction - I could garuntee we would create our templates. 

2) This step here - we typically have additional "in house forms" that aren't always in Zipforms - so to be able to pull in a document under add document or if it was already signed and in personal docs - it would be one less step to upload because we can then send any and all unsigned documents through digisign - it would take out the step from having to upload it to zipforms and then digisign.

3) FANTASTIC!! 

I THIRD this vote!! Would make teaching veteran agents a breeze!!

I second all of these requests, especially having the ability to apply templates. That would make my life so much easier so I don't have to bounce from SkySlope to ZipForms back to Skyslope.