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Created By Chris Matoushek
RequesterFeedback from my agents are as follows:
1. You should be able to "apply templates" as you can on ZipFormPlus.com when creating a new transaction - (pulling the same forms for particular properties - default group of forms)
2. When in the ZipForm tab of Working Documents - When you click "Add Form" you should have the option to browse your computer or choose from from the Personal Documents section
3. When on the home page of SkySlope, ZipFormPlus needs it's own icon so you can go directly there. Some agents get confused how/where to find it and it would just make it easier to go straight there and save a few clicks.
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1 Comments
SkySlope Support posted about 2 months ago Admin
Created By Brian
RequesterI completely agree with all 3 of these comments. For agents who have been using ZipForms before moving to SkySlope, the only way to get the full functionality, especially with templates and adding PDFs, is to open ZipForms in a new browser. That defeats the purpose of being able to do everything from one platform.
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