How To Assign a Form in SkySlope

How To Assign a Form in SkySlope

Follow these steps to assign your PDF form in SkySlope if you have entered your SkySlope email address in the Agent Email field on the online form.

Important Note: You must create the Transaction or Listing in SkySlope, completing all required fields in the first 2 tabs (Transaction/Listing and Contacts) before you can assign the PDF to the checklist.

Step 1: Log into your SkySlope account.

Step 2: Click the Working Documents icon.

Step 3: Find your PDF form in the Personal Docs list.  Select the form, then click the Assign button above.  Please note, it may take a few minutes for the PDF results to appear here after online form submission.

Step 4: Find the corresponding Transaction or Listing on the next page and click the Assign button in the far right column.  The PDF has now been moved to the Document list for that Transaction/Listing and you must assign it to the checklist to complete to process.

Step 5: Find the corresponding Listing or Transaction using the Search box in the upper right corner or Pending Transactions / Manage Listings tabs on the home screen.

Step 6: Once in the Transaction or Listing go to the Checklist tab, find the corresponding form name in the Documentation list, and click the Attach button to the right.

Step 7: In the new window, select the PDF form from the Documents list and click the Assign button to complete the process.