Template Feature

Posted about 2 months ago by SkySlope Support

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SkySlope Support Admin

Created By Clay Graber

Requester

Template feature, as it currently stands, I would have to create 6 different templates for a single document for variations of that document - say that I only have 1 buyer instead of 2 buyers, now I have to create a separate template for that instance. Say I'm representing the seller and I have 1 seller instead of 2, now I have to make another template for that. Say I don't want to send a copy to the agent on the other side in certain situations, I would have to create yet another template. To fix this problem, make the ability to add signature and date boxes to every field on our forms when creating a template (both sellers, both buyers, agent on the other side recieves a copy, etc.) but when you go to send the file to the recipients, have the option to click an X if a certain role isn't applicable on that file then the system automatically takes away that signature field on the document. OR when you click the drop-down menu to designate who is 'Purchaser 1' who is 'Purchaser 2' etc., just don't make them required fields to fill out and if the field is blank, then the signature box doesn't appear on the document when it gets sent out for signatures. So if the 'Agent on the other side field isn't designated to anyone, then nobody receives a copy of the doc when it's signed. This functionality will probably become obsolete once the forms function is fully operational - but in my opinion, makes templates far more useful. 

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S

SkySlope Support posted about 2 months ago Admin

Created By Prod Squad

Agent

Hi Clay!

Kallie from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! I was notified that our product team has reached out to you in regard to this issue. We will document this and keep an eye out for any additional comments.

Thanks again and have a great day!

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