Filling Out Office Docs

Here at SkySlope, we work closely with brokerages to make things as easy as possible. To limit long nights and extra work, we work hard to get all of the tools you need in one place: SkySlope. That's why we've created Office Docs! Office Docs is a section within Working Docs where your brokerage can store copies of blank forms and contracts for you to access at your convenience. You can then download these contracts, fill them out with clients' data, and upload them into DigiSign to send them out for signature. Pretty cool, right?

Here's the catch: Fillable PDFs (the blank forms your company uploads for you to use) can be a little tricky to use properly. If the form isn't filled out and saved a certain way, the text won't actually save on the document, and then you'll end up with double work, doing it all over again. Which is exactly what we don't want, and that's exactly why we created this guide!

This guide goes over:
-Accessing Office Docs
-Saving Office Docs to your Computer
-Filling out Fillable Forms

Accessing Office Docs

1. From the SkySlope dashboard, click on More and then select Working Docs. Once in Working Docs, click on the Office Docs tab. Once on the Office Docs tab, locate the folder with the document you need.

2 . Now that the office folder is open, locate the document that needs to be filled out. Click on the document name to open the document.
Next, we will save the document. 

Saving Office Docs to Your Computer

Depending on your internet browser and its settings, the document may open and be saved differently.

IMPORTANT: Once the document is open, do not start filling it out! The document needs to be saved onto your computer and then opened in a program that will allow you to make changes. Otherwise, the text won't be saved to the document, and you will have to redo your work.

How to Open and Save in Google Chrome:

1. Click on the document name to open  
2. Once open, click on the Download Arrow in the upper right corner.
3. Save the document to your computer.

How to Open and Save in Firefox:

1. Click on the document name to open.
2. Once open, click on the Download icon in the upper right corner.
3. Select the desired file location and click Save.

How to Open and Save in Safari: 

1. Click on the document name to open.
2. Once the document opens in a new tab, click the Download icon in the bottom-center of your screen.
3. The file will be saved to your default download location.

How to open a document from your Downloads folder:

On a PC: Open your File Explorer > Downloads > Double-click on document name

On a Mac: Open Finder > Downloads > Double-click on document name

Now that you've opened the fillable PDF that's saved into your computer, you can fill it out!  

That's all it takes! If you have any other questions about filling out Office Docs, don't hesitate to contact our 24/7 Support Team! We are are available by phone at 800.507.4117, send an email over to [email protected] or start live chat with us at support.skyslope.com! Happy SkySloping!