DIGITAL SIGNATURES IN FORMS PROGRAM

Posted 30 days ago by SkySlope Support

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S
SkySlope Support Admin

Created By Jodie Shepherd-Troth

Requester

With digisign, you can click on multiple areas without having to go up and grab the type of electronic box you are wanting to place in the form. I had brought this up in a conversation with Tyler some time ago. It is one of the frustrations of that program and before I try to convince my agents to switch from Zipforms, I would like to make sure that feature is more fluid.

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SkySlope Support posted 30 days ago Admin

Created By Jodie Shepherd-Troth

Requester

Hi Charleigh - 

In answer to your questions:

  • Are there any fields you think should be excluded? NO
  • How often do you find this is slowing you down? How much time do you think is lost? This is a big time suck for me because I am either uploading docs to forms and have to insert the fields, or I am downloading the forms and uploading to digisign, which also requires me to add the fields.  If there are a number of documents that I am uploading to forms (ie: a purchase and other docs contract that was uploaded) I have to place each field...If I need to download all the docs from forms and upload to digisign (which I do often) at least I can duplicate the field or change the signer from the form..... if that makes sense...
  • Would you be open to speaking more with our team if we have any additional questions?  - Always open to help in improving the system!

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S

SkySlope Support posted 30 days ago Admin

Created By Prod Squad

Agent

Hi Jodie!

Charleigh from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! Just to confirm that I'm understanding your feedback correctly, you'd like to place more than one field (ie. signature, date signed, checkbox) without having to reselect the type at the top of the screen? I also have a couple questions for you - 

  • Are there any fields you think should be excluded?
  • How often do you find this is slowing you down? How much time do you think is lost?
  • Would you be open to speaking more with our team if we have any additional questions?

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

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