Adding outside forms when creating a template in the Forms App

Posted about 2 months ago by SkySlope Support

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SkySlope Support Admin

Created By Corina Moore

Requester

When creating a template, I am not able to add external forms that are required by my broker. These are pdfs specific to my company so are not a part of any jurisdiction library. I would like to include these forms so I am not having to go back and forth between programs to get the one external pdf.

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SkySlope Support posted about 2 months ago Admin

Created By Prod Squad

Agent

Hi again Corina!

I'm following up to let you know this feature has been released! Agents and brokers can now upload external PDFs to a template in Forms. Simply click on the template you'd like to edit, then click the "Upload Documents" button at the bottom of the page.

Happy SkySloping!

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SkySlope Support posted about 2 months ago Admin

Created By Prod Squad

Agent

Hi Corina!

Kylee from the Product team here at SkySlope. Thank you for reaching out! I have good news - our devs are currently working on adding the ability to upload an external PDFs to templates. We will be sure to reach out when this become available. In the meantime, as a workaround, you can upload the PDF into an actual Forms file, then select the forms you want to include in the template, click Fill and Send, then click "Save as a Template".

If you have any questions, please feel free to reach out to our Support team anytime, and they'd be happy to walk you through this process step by step!

Have a great day!

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