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Created By Christine DeHart
Requesteri would like a checklist to go into the document section for the agents. so that everything is electronically stored in one place
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1 Comments
SkySlope Support posted about 1 month ago Admin
Created By Prod Squad
AgentHi Christine!
Kylee from the Product team here at SkySlope. Thank you for reaching out! I also reviewed your ticket with Support - to clarify, would you like a template of documents to automatically populate under the Documents tab in a newly created property file?
Currently, brokerages can share documents/folders with agents under the Office Docs section. I've included a video tutorial here for your reference.
We're also working as quickly as possible to roll out SkySlope Forms across the US and Canada, which will have a broker template feature that I believe would also suit this request. If you navigate to forms.skyslope.com, or click Apps > Forms in the upper right corner in SkySlope, you can sign up for our mailing list to be notified when Forms is available in your state!
Thank you and have a great day!
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