Forms - organization / management

Posted 30 days ago by SkySlope Support

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SkySlope Support Admin

Created By Tammy Eickhoff

Requester

Would love the ability to be able to search for a file name in forms.  It is so time consuming to try and locate files.  Also, offering the ability to see what files are out for signatures and not yet signed such as a "to be completed" would be extremely helpful.   I miss Docusign and their management abilities so much since coming over to Skyslope Forms.  Their search features save so much time as we write so many contracts.  

I am talking to our team lead about switching back to Docusign until these features are added to Skyslope (if they ever will be...).  

 

Also, would be great to combine forms and digi-sign, again for management of a "file".  Too much switching up between all these products.  I like to use digi-sign as they have the "sent" and "completed" organization.

Again, going back to Docusign who offers all this will just be easier until these features are added.  Would love to know if/when Skyslope might be adding these.  

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SkySlope Support posted 30 days ago Admin

Created By Prod Squad

Agent

Hi Tammy!

Great news - the search and filter features are now available in SkySlope Forms! 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.

Have a great day and happy SkySloping!

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SkySlope Support posted 30 days ago Admin

Created By Prod Squad

Agent

Hi Tammy!

Charleigh from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! I've documented your request and we'll also monitor this post for upvotes and comments. A search feature for Forms is on the horizon! Couple of questions for you - 

  • Are there any sorting features you'd like to see in addition to a search function?
  • Would a section accessible from the front page with all envelopes and their be an acceptable solution for seeing multiple envelope's status?
  • Would you be open to speaking more with our team if additional information or feedback is needed?

Looking forward to your reply! Thanks again and have a great day!

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