Team view and input on Forms

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Cat Zwicker

Requester

With the ability to list multiple Brokers, there should be a way to share a transactions, listings and forms among team members so that theycan interact, create and save documents in one transaction fluidly and not have separate files under each person for one transaction. 

Seems like outlook has this down for other businesses can we catch up?

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SkySlope Support posted about 1 month ago Admin

Created By Bill Burns

Requester

Is there a timeline on the Admin/TC Access tools?

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Cat!

Charleigh from the Product team here at SkySlope. Are you referencing the transaction file in SkySlope or are you referring to a file in SkySlope Forms? Regarding a transaction file, I would recommend adding the second agent as a co-agent to grant them access to the same file. Regarding SkySlope Forms, our team is currently building out admin/TC access tools which I believe will solve that issue. We'll be sure to provide you with any updates!

Thanks again and happy SkySloping!

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