Suggestions for SS Forms

Posted about 1 month ago by SkySlope Support

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S
SkySlope Support Admin

Created By Vivian Swiney

Requester

Hello, I'm a TC and have several suggestions for the Form program:

1. When completing document, there should be a button to send to client for review before signing.

2. When you hit save & exit, it always creates a new "draft" envelope...why?

3. After client signs on "forms", the signed copy isn't in my skyslope file as we were told it would.

4. I organize my documents in my template a certain way, the next time I use them, they are all out of order...why can't they stay in the same order?

5. Would be nice if typed in text would be a different color (like blue) as in WinForms.

6. Also when box is checked in document, it prints very light and hard to see (due to bac copying and faxing). Should be bolder X or checkmark, maybe another color also.

Thank you,

Maria for Vivian Swiney

 

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hey Vivian,

Great news - we have made improvements to checkboxes within Forms!

If you have any questions, please feel free to reach out to our Support team anytime.

Happy SkySloping!

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S

SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Maria and Vivian!

Charleigh from the Product team here at SkySlope. Thank you so much for taking the time to leave us this feedback! This feedback is wonderful! I am passing this feedback along to the Forms team for their review. Would you be open to speaking more with the team in the future? We'll also monitor this post for upvotes and comments.

We may be able to solve the templates! You can edit templates by navigating to the templates tab in forms, selecting the template, and making desired changes. You'll want to make sure you click Save Template as well! 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.

Thanks again and have a wonderful day!

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