What is of great value in your company is your support staff.
In order to improve your product, find a way to enter zipforms directly through skyslope. The crated forms should automatically load into documents. There should be a way to track the documents for signature.
Thanks,
Elaine Denham
0 Votes
1 Comments
S
SkySlope Supportposted
3 months ago
Admin
Created By Prod Squad
Agent
Hey Elaine,
Effective September 1st, we are no longer offering the zipForm Plus integration due to the rising cost of their product. We understand you may have some questions and we want to ensure you have a quick and easy solution at hand.
To move your zipForm documents into SkySlope: - Via Email - 1. Navigate to your SkySlope file. 2. At the top of your file, right-click the @skyslope.com email address and select Copy Email Address. 3. Navigate to your zipForm transaction. 4. Go to the Documents page of your transaction. 5. Click Send from the top menu bar, and select Email. 6. Select your documents and click Next in the upper-right corner. 7. Paste the email address in the Recipients field on the email page. 8. Click Send in the upper right-corner.
- Via Upload - 1. Navigate to your zipForm transaction. 2. Go to the Documents page of your transaction. 3. Click on Download from the top menubar. 4. Select your documents and click Next. 5. A pop-up window will open. Click on the link in the pop-up window to download your documents. 6. Navigate to your SkySlope property file. 7. Go to the Documents tab, and click on Upload Document. ORNavigate directly into DigiSign, and click on New Envelope.
If you have any additional questions about the zipForm partnership, please read our zipForm Partnership FAQ, or reach out to your Broker or SkySlope Customer Success manager.
Created By Elaine Denham
RequesterDear Team:
What is of great value in your company is your support staff.
In order to improve your product, find a way to enter zipforms directly through skyslope. The crated forms should automatically load into documents. There should be a way to track the documents for signature.
Thanks,
Elaine Denham
0 Votes
1 Comments
SkySlope Support posted 3 months ago Admin
Created By Prod Squad
AgentHey Elaine,
Effective September 1st, we are no longer offering the zipForm Plus integration due to the rising cost of their product. We understand you may have some questions and we want to ensure you have a quick and easy solution at hand.
Here is the link to our FAQ about this change:
https://support.skyslope.com/hc/en-us/articles/360032521672-zipForm-Partnership-FAQ
This tutorial will show you how to work seamlessly in SkySlope using your zipForm Plus account. click this link:
https://support.skyslope.com/hc/en-us/articles/360032448672-zipForm-Partnership-Update
To move your zipForm documents into SkySlope:
- Via Email -
1. Navigate to your SkySlope file.
2. At the top of your file, right-click the @skyslope.com email address and select Copy Email Address.
3. Navigate to your zipForm transaction.
4. Go to the Documents page of your transaction.
5. Click Send from the top menu bar, and select Email.
6. Select your documents and click Next in the upper-right corner.
7. Paste the email address in the Recipients field on the email page.
8. Click Send in the upper right-corner.
- Via Upload -
1. Navigate to your zipForm transaction.
2. Go to the Documents page of your transaction.
3. Click on Download from the top menubar.
4. Select your documents and click Next.
5. A pop-up window will open. Click on the link in the pop-up window to download your documents.
6. Navigate to your SkySlope property file.
7. Go to the Documents tab, and click on Upload Document. OR Navigate directly into DigiSign, and click on New Envelope.
If you have any additional questions about the zipForm partnership, please read our zipForm Partnership FAQ, or reach out to your Broker or SkySlope Customer Success manager.
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