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Created By DIANNA SMITH
Requesterit would be nice to access and fill out a form without having to create a file for it.
Also finding a way that files that are created do not need to be downloaded and then uploaded back into skyslope.
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2 Comments
SkySlope Support posted about 2 months ago Admin
Created By Prod Squad
AgentHey Dianna!
Great news - the ability to browse libraries is now available! With this new feature, SkySlope Forms users can now view, download, and print forms without first needing to create a file. Additionally, these forms can be added to any existing or new files. Click here to learn more!
Have a great day and happy SkySloping!
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By Prod Squad
AgentHi Dianna!
Kylee from the Product team here at SkySlope. Thank you for reaching out!
I've documented you feedback regarding access to forms without creating a file.
Regarding downloading and uploading into SkySlope, I wanted to highlight that you can indeed link a Forms file to a listing/transaction file in SkySlope.
You'll first need to create a Forms file, then when you click Create Listing/Transaction, you can select the Forms file from which to import the data.
Once completed, all fully executed forms from the Forms file will automatically populate in the Documents tab in the listing/transaction file! I've included a video tutorial on this here for your reference.
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.
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