Forms app integration

Posted about 1 month ago by SkySlope Support

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S
SkySlope Support Admin

Created By Kelly Duncan

Requester

Is it just something I am missing or does the forms in the forms app not integrate with your listing in Skyslope.  Digisign in forms app not as user freindly and I am doing things more than once if the forms app does not automatically sync with the listing in Skyslope and for that matter I cannot see the forms sent through forms app in the digisign link on skyslope.  

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S

SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Kelly!

Kylee from the Product team here at SkySlope. Thank you for reaching out! You can currently create a listing/transaction file using the data from your Forms file. I've included a video tutorial here for reference. If you do so, all fully executed forms will populate in the SkySlope listing/transaction file under the Documents tab.

In the Forms file, there will be three tabs at the top - Forms, Envelopes, and File Details. If you click Envelopes, you'll be able to see all envelopes sent out from this file (similar to DigiSign).


If you have any questions, please feel free to reach out to our Support team anytime! They can be reached via chat at support.skyslope.com, via email at [email protected], or via phone at 1-800-507-4117.

Thank you and have a great day!

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