Forms
This is the first step when in Forms when starting paperwork.
Create New File
This is the cost of using DigiSign
No additional cost
These are the 2 steps you must complete in order to gain access to the Contracts/Forms.
State and associations
When you have all Listing documentation signed you should go here.
Create Listing
Forms
You are able to bring documents outside of SkySlope by doing this.
Upload Document
This is the name of the digital signature packet that is sent to clients for signature.
Envelope
This is Allen Tate's Firm license number.
C30590
All Under-Contract properties are in this section.
Manage Transactions
The SkySlope support is available at this time.
24/7
This allows you to generate and prefill your own specified forms for future use.
Templates
True or False: You need to add in Signatures and Initials to each document prior to sending to clients.
False
Adding this enables a notification for an assistant or Transaction Cooridnator (TC) to receives checklist updates
Alternate Email ID
This tool allows you manipulate multiple contracts/documents to file to its appropriate checklist item.
Split
To find Allen Tate created Webinars you go here.
Allen Tate University
When you are COMPLETELY finished with the documents within a file, you should then do this.
(Assuming that the client has closed and/or terminated.)
Archive
This feature allows you to make a correction or edit of a signed document for resigning.
Strikeout/or Text box
You need this to add NCR and/or SCAR to your associations
NRDS#
DAILY DOUBLE:
These are the Checklist Status Types.
If Applicable
Required
In Review
Incomplete
Completed
You can create these when you want keep yourself on track.
Tasks/Reminders
DAILY DOUBLE:
This is the process for downloading prefilled documents to print out for wet signatures.
Fill out forms and then print.
True or False: DigiSign sends to recipients in order of completion?
False (it defaults sends to all recipients for signature simultaneously)
These are the preferences you can set when adding a signature block.
Date and/or Time
When creating a Transaction or Listing you should locate this.
Connect completed forms by Address or File name.
This section will allow you to view all Listings/Transactions simultaneously while seeing which have incomplete items .
Incomplete Checklists