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Created By Kathren Rintoul
RequesterIt would be great if we could add a company forms library of fillable documents that the agents could choose from in their library of forms. Currently, the only way to add company forms is from the working documents tab once a transaction file is started or to upload them directly into the working file and both actions result in a locked pdf that is not fillable.
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SkySlope Support posted about 2 months ago Admin
Created By Prod Squad
AgentHi Kathren!
Kylee from the Product team here at SkySlope. Thank you for reaching out! Our Customer Success team would be happy to provide more information about setting up a broker library in SkySlope Forms. Please feel free to reach out to your Customer Success Manager directly, but I'll also follow up with our CS team on my end so they can reach out.
Thank you!
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