Creating Forms Templates

A Forms Template is a group of forms that are already filled with data that doesn't change from file to file, such as your name, brokerage, and license number. Creating Forms Templates will save you countless hours, limit dual entry, and help you get your contracts signed faster. Watch the video below to learn how!

VISUAL GUIDE

Forms Template Tips & FAQ

What are Forms Templates?

SkySlope Forms Templates are a huge time-saver. In a nutshell, Forms Templates do two things. First, they allow you to pre-fill forms with information you use frequently, preventing you from typing the same details repeatedly. Second, they allow you to bundle groups of documents you use frequently, enabling you to add all of those documents in one click instead of repeatedly adding each document individually.

Can I create my own Forms Templates?

Yes, this article will walk you through creating your own Templates! If your brokerage utilizes Broker Edition, Brokerage Templates might also be available for you!

User Profile and Forms Templates 

Any information you enter into the User Profile will automatically appear in the corresponding fields on your forms.

When creating a new Forms template, skip over any fields from the User Profile (agent info, brokerage info, etc.) since the User Profile will override these fields once they are applied to a Forms file. Instead, fill out non-profile information that isn't likely to change.

Step-by-Step Guide

1. From the Forms Dashboard, click on Templates from the top navigation menu.
2. Click + Create Template.
3. Select your Template Type. The Template Type will determine where the Template will be available. For example, if you create a Buyer Template, it will only be available when you are creating a buyer-representation file.
   After selecting your Template Type, click Next.
4. Provide your Template Details.
   - Name: Enter a name for your template that makes it easy to recognize later.
   - Brokerage Template Y/N: (Certain users only) If you are creating a template that you'd like to be available for others at your brokerage, select Yes. Learn more about creating Brokerage Templates.
5. Now, you'll be taken to the Add Forms page. Select the forms that you'd like to include in this template. Don't worry about adding them in a certain order; you'll be able to change the order on the next page.
   After selecting the forms you need, click Continue.
6. The final step is filling out your template forms. Be sure to enter only information you want to be the same across multiple files each time you use this template. It's okay to leave some forms blank; templates can also be used to make it easier to add the forms you need to your file.
7. Once you've completed your forms, click Save Template. Your template is now created and ready to be used! 

Next Step ➡️

Learn the best way to use the Forms Templates you just created!

Ready for more? Sign up for on-demand SkySlope Forms training!