Stand alone documents

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Nikki Bray

Requester

Hello, I have, and have many of my agents request the ability to create a stand alone form, without having to create an entire file. Currently our agents use Transaction Desk to do this. So we have to create the document in Transaction Desk, then download it, then upload it to the Skyslope file and send it out via digisign. We would like to have the abiltiy to download a single document without having to create an entire file in Forms.

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3 Comments

SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hey Nikki!

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!

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi again Nikki!

I wanted to follow up with you! I have some ideas about use cases, but wanted to hear your thoughts as well. When do you typically find that you'll need a single document without creating a file?

Looking forward to your response!

Charleigh, Product Operations

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Nikki!

Charleigh from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! This makes a lot of sense to me. I've documented your request and we'll also monitor this post for upvotes and comments.

Thanks again and have a great day!

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