Email unsigned docs from Forms

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Gerald Miller

Requester

After filling in forms within an envelope, please add an Email option. There are times when we have forms that don't require a signature, but we still want to use Forms to fill them in. Couldn't you use the same thing that's already in every Skyslope transaction?

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Thank you so much for the added context Gerald!

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SkySlope Support posted about 1 month ago Admin

Created By Gerald Miller

Requester

We would use it on most of our listing files and some of our buyer files. There are some forms that the agents fill out and submit to our marketing coordinator. This would save them the download, upload process. The other advantage is be able to email docs from Forms into an Active listing or transaction.

If the email option is not possible, the other solution is to add a button that allows you to grab from "Forms" files.

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Gerald!
Bailey from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! Currently you can download the form and send in a separate email but we can definitely see how it would be useful to do this directly from the Forms file. How often would you say you're needing to do this per transaction? 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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