Using Skyslope Forms as a TC is a major headache

Posted over 1 year ago by SkySlope Support

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SkySlope Support Admin

Created By Anna Bergum

Requester

I'm the team TC. I appreciate that I can access all of my teammates transactions and listings from my Skyslope Suite login. However, let me walk you through the steps I have to go through in order to use Skyslope Forms for our team.

1. Go to Skyslope home page

2. Login to my Skyslope Suite

3. Create listings and transactions for my teammates and update files with documents

4. One of the team brokers asks me to create an addendum.

5. Logout of my Skyslope Suite

6. Try to login to my teammates Skyslope Forms. But can't because Skyslope just goes back to my account again when I enter the teammates login info.

7. Attempt logout again

8. Refresh Skyslope home page to try to make sure Skyslope doesn't decide to login me again.

9. Login into teammates Skyslope "Suite" not Forms

10. From my teammates Skyslope Suite, click the square of squares to move into their Forms

11. Access file, add form, and create addendum

12. Logout of my teammates Skyslope Forms

13. Refresh Skyslope home page to ensure full logout

14. Login to my Skyslope Suite and return to managing transactions

15. Pull my hair out because now I need to get into another teammates forms to create another document

It takes several minutes to get completely logged out and into another Skyslope. I've learned I can't have multiple open, and in order to make the transition I have to logout, refresh the Skyslope home page, and login to the other teammates Suite before accessing their Forms. If I go straight to Forms, Skyslope just goes back to my account again.

Please make Skyslope Forms team friendly! Thank you :)

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2 Comments

SkySlope Support posted over 1 year ago Admin

Created By Elinor Howell

Requester

Being able to access licensed agent forms would be a huge timesaver. Without my own license, we still have to use Zipforms and DocuSign as well as Skyslope.

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SkySlope Support posted over 1 year ago Admin

Created By Prod Squad

Agent

Hi Anna!

Charleigh from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! Our team is currently working on a TC Access feature that will make the team experience in SkySlope Forms much more accessible. We will be sure to keep you up to date on our progress! Would you be willing to speak more with our team if additional feedback is needed?

Thanks again and have a great day!

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Using Skyslope Forms as a TC is a major headache