Auto-population of Selected Forms

Posted about 1 month ago by SkySlope Support

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S
SkySlope Support Admin

Created By Valerie Ayala

Requester

When selecting a box on a contract or disclosures the forms aren't currently automatically attaching. (Ex. working on an offer and i select the box for Seller in Possession, the form should automatically pop up in the transaction in which you are working in.)

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SkySlope Support posted about 1 month ago Admin

Created By Valerie Ayala

Requester

Hi Tyler,

Yes, this is correct. Its a very useful feature we loved having with our previous platform and my agents have benefited from that.

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S

SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Valerie, 

Tyler from the Product team here at SkySlope. This is an interesting idea! I am assuming you are working in Forms and when are editing fields in an offer and you select "seller in possession" per your example, the corresponding form would automatically populate in the envelope. Is that correct?

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