Making Changes to Forms Once Envelope Has Been Started

Hi Devin,

Thank you for your thoughtful reply. We understand it can be frustrating when things don't work as expected. The additional context you've provided will be very useful to our team. I'll be sure to get this to our product management team for their review! To confirm, you would like to be able to return to Forms to change fields on a form, but still keep any changes you may have applied in DigiSign?

Would you be interested in speaking more with our team if we have any other questions? If so, let us know here or sign up for the SkySlope Research Group.

Thanks again,

Charleigh, Product Operations

Hi Dev Team,

I can't believe this doesn't have more upvotes and hasn't been sorted out yet. This is probably the single most important feature/functionality that needs to be added to make this work. From the comments, I don't believe the developers quite understand what we are saying. The correct envelope feature that has been added is great if you made a mistake with an email and need to correct the envelope and resend. However, this is not the feature we are looking for. We add 10, 15, 20 etc. forms sometimes to an envelope. We fill them all out. We review them, everything looks good. Send for signatures. Now we are reviewing each page, because despite the pre-populated initials/signatures, they often either miss places or have signatures/initials in places we don't need them. Spend a bunch of time reviewing each page to make sure signatures etc. are all in the right places and double or triple checking your work. Then you get to page 15 of your 20 page document and realize there is an incorrect date. Instead of being able to quickly zip back into the forms and fix it, we now have to delete the envelope, back into forms, fix the date, re-add all those forms to create new envelope, re-sort them so they are in the proper order, start initial/signature review over at page one. Get to page 17 on second run through and realize there is a mistake on a condition. FML. Start over again. Start wondering if writing the offer out by hand the old fashion way might be quicker.

Most of the functionality of Skyslope Forms, though a bit of a learning curve, works very well... This one oversight makes all the other things that work well for nothing. You need to fix this! I think the last comment from Tyler at Prod Squad is getting closer to what is needed... but the correct envelope is still after you have actually sent the document for signing. What we need is the ability to quickly fix forms once we have hit the send for signature button and it takes you to the next area for adding initials/dates/signatures etc., but still prior to actually sending to client for signatures.

Thank you,

Devin

Hi Margaret, 

Tyler from the Product team here at SkySlope. If I am correctly understanding what you are referring to, once the envelope is in the "correcting" state you should be able to edit fields. However I will document your feedback around the ability to add or remove forms/documents.   

Thank you!

Correct envelope is great but we also need the ability to edit fields and add or remove forms/ documents. Please add this in also asap! 

Thank Kallie,

I realized the "edit" option is only for drafts or incomplete envelopes.  Mine are all completed.

Hi Donna!

Kallie from the Product Team here at SkySlope. There should be 3 dots located on the right side, under the word action that you are able to select and it will show the drop-down menu. Please see the screenshot below:


Thanks again and have a great day!

Hey Prod Squad,

I do not have a drop-down menu under my "Action" label.   :-(

• Add/Remove a form
• Adjusting content of a form

I'm in agreement with the above terms. If you are reading this and agree, please "Upvote" this as well.

Thanks

The forms should be able to be saved without having to select "save and exit"  that is an unnecessary exit loop that slows down the process.  Zio forms allows us to save the document at any point in time without needlessly exiting the form!

The forms should be able to be edited anytime, especially just before sending on digisign.

Get this done

Hi Kenya,

Charleigh from the Product team here at SkySlope. Thank you so much for taking the time to leave this feedback! We understand it can be frustrating when things don't work as expected. When you say change the form/create a document, do you mean within the envelope after sending for signature (ie: editing a text field that has been added to a form in the "Prepare Signature" step) or within the form itself (ie: adjusting text within the prepopulated boxes in Forms)? This helps our team get a better idea of your workflow when considering these improvements. Looking forward to your reply!

Thank you!

Good morning, 

I am trying to update my aos after getting to a great selling price and I see that I cant just change the form like I could in dotloop. I don't understand why this feature is not available. It is not an efficient use of time to create a document all over for one box. I agree with the comments above and I hope we fix this quickly because at this point I am going to pay extra for dotloop just get some a simple task done. Its takes longer than it should to prepare paperwork. Why?!! when there is technology that can do this in 2022? 

YES! I agree with above brokers. Having to re-do everything is utterly frustrating.

Yes, I 3rd this.  It is a huge pain to redo a whole envelope, just to change one small item.  This should be a top priority!!

I second this and would LOVE this functionality. I am happy to speak more to the dev team too. This is hugely important.