Connecting Forms and Skyslope file after they have been created

I completely agree, we should be able to link Forms files with Skyslope files even if we did not connect when the Skyslope file was created.  Of course in a perfect world all agents would start things in Forms as it is designed but it doesn't seem like it would be a big deal to add that feature to the platform for those who don't.

This needs to be fixed! There is nothing in the system that shows this is an obvious workflow for agents to start with forms and then create a listing or transaction. I have to remind them constantly.

I have had an agent leave the brokerage and they were a co list with another agent. I changed out the name in the listing transaction so now the agent can see what paperwork has been complete and any other info already be inputted, but because the original forms file was in the agent who lefts name...the new agent doesn't have access to that and any form file created by new agent won't be linked to the listing. So in the end, they have to create a new co list file and redo everything. 

Hi Maria!

Charleigh from the Product Team here at SkySlope. Thank you for reaching out! At this time, there is not a way to link a SkySlope File and Forms File if the SkySlope File is made first. I will record this feedback and monitor this post for additional comments and upvotes. We'll be sure to keep you up to date with any updates!

For a quicker response in the future, 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 great day!