Ready to connect your files and streamline your workflow? In this quick guide, we’ll walk you through how to link your SkySlope Forms files to your SkySlope Listing and Transaction files—and vice versa. Whether you're starting fresh or tying things together after the fact, it's easy to stay organized and in sync.

Before you get started, here are a few important things to note...

• Whether you're starting in your SkySlope or SkySlope Forms file, the process is very similar. 
• No matter where you start, the end result will be the same: your files will be connected.

Why bother linking anyway?! There are several benefits you should take advantage of:

• Create files faster. Use data from one file to create the next, saving you time and clicks.
• Access your documents anywhere. Signed Forms documents automatically appear in your linked SkySlope file.
• Navigate with ease. Jump between linked files with just one click.

Starting in SkySlope Forms

Link a Forms File to an Existing SkySlope Listing or Transaction

If you are in a SkySlope Forms file and want to link your Forms file to an existing Listing or Transaction file in SkySlope, you can follow these steps:

1. Open your SkySlope Forms file.
2. At the top of the page, click Link to SkySlope.
3. Now you can locate and select which file you'd like to link.
   If you're working on a seller-represented Forms file, you'll be prompted to choose a SkySlope Listing file.
   If you're working on a buyer-represented Forms file, you'll be prompted to choose a SkySlope Transaction file.
4. After using the checkbox to select a file, click Continue.
5. You'll receive confirmation on the next screen, and your files are now linked!

Link a Forms File to a New SkySlope Listing or Transaction

If you are in a SkySlope Forms file and want to link your Forms file to a new Listing or Transaction file in SkySlope, you can follow these steps:

1. Open your SkySlope Forms file.
2. At the top of the page, click Link to SkySlope.
3. On the next page, where you are prompted to select a file to link, click Create New. This will give you the opportunity to create a new file, rather than selecting an existing file.
4. Next, you will complete the process of creating a new Listing or Transaction file. 
5. After you've created your new file, you'll receive confirmation and your files are now linked! 

Link a Forms File to Multiple SkySlope Files

The ability to link multiple SkySlope files to one Forms file is especially handy, particularly if you had a deal fall through or if you're representing both sides of a deal. Follow the steps below to learn how to link multiple files.

In a nutshell... If a Forms file is already linked to a SkySlope file, you can follow the same steps to link your Forms file to a second SkySlope file.

1. Open your SkySlope Forms file.
2. Look for the Linked indicator at the top of the page. This means your Forms file is currently linked to a SkySlope file. Click the Linked indicator, and then select Connect Another to link a second SkySlope file.
3. Now you can locate and select which file you'd like to link.
   If you're working on a seller-represented Forms file, you'll be prompted to choose a SkySlope Listing file.
   If you're working on a buyer-represented Forms file, you'll be prompted to choose a SkySlope Transaction file.
4. After using the checkbox to select a file, click Continue.
5. You'll receive confirmation on the next screen; your second file is now linked!

Jump to a Linked SkySlope File from SkySlope Forms

Shortcut alert! If your Forms file is linked to a SkySlope file, you can use this shortcut to quickly open your SkySlope file. Now you can submit documents or see the status of your Checklist at top speed.

1. Open your SkySlope Forms file. 
2. Click the Linked indicator at the top of the page, which indicates this Forms file is linked to a SkySlope file. 
3. After clicking the Linked indicator, you will see the linked SkySlope file(s). Click on the linked SkySlope file to open the file in a new tab.
4. Now you're on the SkySlope file's Checklist!

Starting in SkySlope

Link a SkySlope File to an Existing Forms File

If you are in a SkySlope file and want to link your file to an existing buyer or seller file in SkySlope Forms, you can follow these steps:

1. Open your SkySlope Listing or Transaction.
2. At the top of the page, click Link to Forms.
3. Now you can locate and select which file you'd like to link.
   If you're working on a SkySlope Listing, you'll be prompted to choose a seller-represented file in Forms.
   If you're working on a SkySlope Transaction, you'll be prompted to choose a buyer-represented file in Forms.
4. After using the checkbox to select a file, click Continue.
5. You'll receive confirmation on the next screen, and your files are now linked!

Link a SkySlope File to Multiple Forms Files

Linking multiple Forms files to a single SkySlope transaction management file is an excellent option if you’ve generated several versions of a form package or are managing multiple offers on the same property. This setup keeps everything organized in one place—making it easy to track updates, compare versions, and maintain a complete record. Follow the steps below to learn how to link multiple Forms files.

In a nutshell... If a SkySlope file is already linked to a Forms file, you can follow the same steps to link your SkySlope file to a second Forms file.

1. Open your SkySlope Listing or Transaction file.
2. Look for the Linked to Forms indicator at the top of the page. This means your SkySlope file is currently linked to a Forms file. Click the Linked indicator, and then select Connect Another Forms File to link a second Forms file.
3. Now you can locate and select which file you'd like to link.
   If you're working on a SkySlope Listing, you'll be prompted to choose a seller-represented file in Forms.
   If you're working on a SkySlope Transaction, you'll be prompted to choose a buyer-represented file in Forms.
4. After using the checkbox to select a file, click Continue.
5. You'll receive confirmation on the next screen; your second file is now linked!

Jump to a Linked Forms File from SkySlope

This one's a huge timesaver. If you're working on your SkySlope Listing or Transaction with a linked Forms file, you can use this shortcut to quickly jump to the linked Forms file. Cheers to staying streamlined and organized! 

1. Open your SkySlope Listing or Transaction file. 
2. Click the Linked indicator at the top of the page, which indicates this SkySlope file is linked to a Forms file. 
3. After clicking the Linked indicator, you will see the linked Forms file(s). Click on the linked Forms file to open the file in a new tab.
4. Now your Forms file will open, and you can continue your work without ever losing your place.

If you have any other questions about linking SkySlope and SkySlope Forms files, please reach out to our Support team. Happy SkySloping!