Need to be able to move forms within a file

Hello all!

Update: You can now reorder forms within your Forms File!

Agents can move their documents with ease using our new drag & drop feature to arrange their documents in a way that makes sense to them and speeds up their workflow.

I would also like the ability to rearrange forms in a file. I fill out and send the forms to the client in a specific order. In the packet I send to the client, there are some forms that explain the process or explain a particular form. The explanation of a form, obviously, must directly precede the actual form which the client is about to read and sign. The forms all need to be in a specific logical order. When I start out adding forms to a file I add them in the correct order (which takes extra time), but when I have to add an additional form because of new information (e.g. The client suddenly wants a weird inspection so I have to add the inspection addendum that is only used for certain kinds of inspections.) the new form is then out-of-order.

It would be so much easier just to add all the forms I want to add to the file and then put them in the correct order within the file. And then add files as needed and put those in a logical order.

I much prefer icon views to list views, so I would rarely use a list view. That's just personal preference and there are most likely people who prefer list views, so both would be great. Alphabetical order is of no use to me. Again, there are probably people who find alphabetical order easier to deal with--especially if one could switch between types of order (such as switching back and forth with a click of button form logical order to alphabetical order and back to logical order.). (You asked!) :) :)

Hi Peter!

Kylee from the Product team here at SkySlope. Thank you for your feedback! To confirm, you'd like to be able to rearrange the order in which forms appear within the Forms file, and have an option to toggle between list view and icon view within the file? Are there any other sorting or organizing features you would find helpful, such as the ability to sort alphabetically? We'd love to hear any ideas you have!

I've documented your request, and we will monitor this post for up-votes and comments.

Happy SkySloping!