Blank Forms

Posted about 1 month ago by SkySlope Support

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S
SkySlope Support Admin

Created By Nikki Bray

Requester

Was the ability to download a blank form ever created? I really need this feature. Transaction Desk has it.  And as of now I still have to create the unsigned form in Transaction Desk, download it, then upload it to my already created Skyslope file, then send it out through digisign

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S

SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hello Nikki!

Kylee from the Product team here at SkySlope. Thank you for reaching out!

If you access your forms via SkySlope Forms, you will be able to download a blank form from your Forms file. Click the blue "Create New File" button, then click "Add Forms" - click on the name of the form from the dropdown list, then the "Download" and "Print" buttons will appear in the upper right corner.

You'll also have the option to fill out and send all your forms for signature digitally via SkySlope Forms. I've included our SkySlope Forms tutorial page here for your reference!

If you have any questions or need any assistance with this process, please feel free to reach out to our rock-star Support team anytime. They're available anytime via chat at support.skyslope.com, via email at [email protected], or via phone at 1-800-507-4117.

I'd also like to know a bit more about your current workflow - do you typically fill out your forms in Transaction Desk then send for signature via DigiSign? Or do you download a completely blank form and fill by hand before uploading? Looking forward to hearing from you soon!



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