Ability to add and remove forms within a forms template.

Posted about 2 months ago by SkySlope Support

Post a topic

SkySlope Support Admin

Created By Bill Satterly

Requester

Need ability to add and remove forms with an existing template. Once a form template is created you do not have the ability to add or remove forms. If a form is revised you currently need to create a new template instead of removing the old form and adding the new form. Not very effective if your template has several forms. This is standard on other form applications.

0 Votes

8 Comments

SkySlope Support posted about 2 months ago Admin

Created By Elinor Howell

Requester

How about in DigiSign? We still have to delete and start again.

0 Votes

SkySlope Support posted about 2 months ago Admin

Created By Prod Squad

Agent

Hi Rachael,

Thank you for the suggestions!

We have the ability to host your company-specific forms in SkySlope Forms. Please have your Broker reach out to your SkySlope Customer Success Manager to receive more details on Broker Forms!

Also, forms can be deleted from your file by hovering over the form and accessing the menu - screenshots below.

Hope this helps!

- Megan Lutes, Product Manager

0 Votes

SkySlope Support posted about 2 months ago Admin

Created By Prod Squad

Agent

Hi there! I am happy to report that the ability to edit your templates is now available! It can be found by clicking the menu in the upper right corner of the template card.

Let me know if you have any questions, thanks!

- Megan Lutes, Product Manager

0 Votes

SkySlope Support posted about 2 months ago Admin

Created By Rachael Endsley

Requester

Another amazing and necessary feature is the ability to add/upload outside documents that are regularly a part of your files, like company-specific documents.

And the ability to delete documents per file that are part of your template that are not always used, like Lead-based paint.

Thank you!!!

0 Votes

SkySlope Support posted about 2 months ago Admin

Created By Prod Squad

Agent

Hi there! I wanted to share an update that template editing is in development and will be ready very soon. Thank you all for your patience! We will update this thread once the change is live.

- Megan Lutes, Product Manager

0 Votes

SkySlope Support posted about 2 months ago Admin

Created By Sheree Dutton

Requester

yes ! I was really excited to see that I finally have access to forms, and that templates were included. Until I found out that the templates cannot be changed. What a waste of time to set up templates, only for the required docs to change and the template cannot be updated. You have to start all over! Pointless!

I guess I am back to my instanet forms :/

0 Votes

SkySlope Support posted about 2 months ago Admin

Created By Robin M Willis

Requester

Thank you. I was just coming here to ask about the same thing.

0 Votes

SkySlope Support posted about 2 months ago Admin

Created By Prod Squad

Agent

Hi Bill,

Thank you for the feature suggestion. I'm happy to report that enhancement is on our roadmap and should be started within the next few weeks!

-Megan Lutes, Product Manager

0 Votes