Combine forms files/ link more than one file to transaction

Posted 30 days ago by SkySlope Support

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SkySlope Support Admin

Created By Anna Rosedale

Requester

I would love to be able to either combine Forms files or link more than one Forms file to a single transaction. With submitting multiple offers for each buyer in our market I have found that separate files for each offer is the easiest way to keep things straight. But, when we get under contract I can't transfer more than one of those files (buyer rep docs file and their new contract file) to the new transaction. I know I can download things as PDFs and put them into the transaction but it would be so much easier with one of the options above. 

 

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SkySlope Support posted 30 days ago Admin

Created By Tracy Hare

Requester

The ability to link more than one Forms file to a SkySlope transaction would also facilitate agent double end deals. As it stands, if I want to have my signed sales docs transfer from Forms to the SkySlope transaction, I either have to manually download my sales docs from Forms and Upload them into SkySlope, or I have to start my contract in the listing Forms file so that they automatically sync. But then if the deal dies, that contract paperwork is still sitting in the listing file in Forms.

It would be nice to be able to have a Buyer sales file in Forms, get all the docs signed, then convert an existing listing to an accepted contract in SkySlope and be prompted for the location of the Forms file with the contract docs.

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SkySlope Support posted 30 days ago Admin

Created By Prod Squad

Agent

Hi Anna!
Bailey from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback!

We understand that in this hot market it's important to stay organized and move quickly! Check out this article under Duplicate a Forms File for a potential workaround. Also, would you be willing to speak with a member of our Product Management team if any additional questions arise from your request?

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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