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Created By Marcus Pomeroy PLLC
RequesterI would like to be able to share my Template with members of my team or have the designated broker be able to build a company wide template.
0 Votes
8 Comments
SkySlope Support posted about 2 months ago Admin
Created By Katie Shifflett
RequesterThere apparently is an option now to share templates via Digisign, but it does not pull your templates from Forms. You would have to re-create them. That is a pretty big disconnect.
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By Kenneth Jamaca
Requester+1 !!
I will reach out to my CSM. Great addition to the package though!!
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By Brad Twiss
RequesterHow is this coming? We could really use the ability to share Forms templates throughout the brokerage.
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By Prod Squad
AgentUpdate for this thread - Broker Templates are in beta! Please have your broker reach out to your SkySlope Customer Success Manager for more details on how to get access to this beta feature at your brokerage, thank you!
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By Holly Montilla
RequesterThis is something I need as well.
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By Katie McDonald
RequesterThis is something that my brokerage would GREATLY benefit from!
Especially if we were able to upload a brokerage specific document that could be included in the template and shared.
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By Anna Mantica
RequesterThis isn't currently possible?
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By Prod Squad
AgentHi Marcus,
Thank you for the feedback! I understand your request and we will be monitoring the forum for yes/up-votes on this topic.
- Megan Lutes, Product Manager
0 Votes
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