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Created By Steve Rice
RequesterHi, I have been trying to create Templates for my Team, I am not able to delete or add documents once I have created the template. It would be very appreciative if I could review the documents, like we can in Zipforms to make sure I am adding the correct ones into my Template. I have redone my Listing and Buyer Templates several times because I inadvertently added something or forgot something. I would like to review documents without creating a transaction. I feel that the system is not working for us, I have spent most of my day trying to make it easier for my Team, but it should not be this difficult. Maybe it was presented to us too early. Maybe you should have had an Agent involved with the development. I was, but they quit using me. I would like a Broker version so my Team can access without having to login under my Manager. Yolanda
0 Votes
2 Comments
SkySlope Support posted about 1 month ago Admin
Created By Prod Squad
AgentHi 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.
The ability to preview a form before adding to a file or template is in development now and will be available soon!
0 Votes
SkySlope Support posted about 1 month ago Admin
Created By Prod Squad
AgentHi Steve,
Thank you for the feedback and apologies for the frustrating experience setting up your templates in Forms.
The ability to edit templates is in development and will be available very soon! This feature is the #1 request from agents using SkySlope Forms, and it is our goal to deliver on the top requested enhancements.
Please rest assured that we consulted and tested with many brokers and agents over the past year while the Forms product has been in development, and we continue to collect feedback and make improvements based on what is important to you, our customer.
The ability to share templates with others on your team is a great suggestion, and a feature that is on our roadmap for the future. We will continue to monitor this thread for upvotes and to send out updates on our progress. Thank you!
- Megan Lutes, Product Manager
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