![]() Your client can also reply to that invitation to sign if they have any questions, and their email will be sent to you as the agent, and the person who prepared the envelope.Ĭan they sign Forms envelopes that require my signature as the agent? Yes! Any time someone sends your client an envelope of forms to sign, there will be a message at the bottom that states "sent by on behalf of ", so that it's clear who prepared the envelope. Will it be clear to my client that I am working with a TC/Co-Agent/Team? They can check the envelope status, send reminders, review the envelope history, and cancel signing. Yes, they can manage any existing Forms envelopes, and any Forms envelopes that they prepare themselves. For more information, click here.Ĭan the individual manage my sent envelopes? Once forms are added, they can fill forms, and prepare and send envelopes, on your behalf. Yes, they will be able to search for and add forms based on your available Forms libraries. When they creates a file for you, you will be the primary agent on the file they will automatically be listed as an “Other” contact, allowing them to stay updated on the file.Ĭan the individual fill forms and send envelopes for me? ![]() ![]() Yes, they can create new Forms files on your behalf. If you have any questions about who has file sharing access granted by your brokerage and is working in your files, please contact your brokerage admin.Ĭan the individual create Forms files for me? Have no fear! That is your TC/Co-Agent/Team working on your behalf within your Forms File. I’m seeing changes in my file that I didn’t make. They are not able to edit an agent’s Forms Template, edit an agent’s Forms Libraries, or edit an agent’s User Profile in SkySlope Forms. Will the individual have the same functionality as me (the agent)?Īfter file sharing has been enabled, the individual will have most of the same functionality as an agent, with a few exceptions. There is nothing you need to do on your end! File sharing is managed by your brokerage’s admin team. What do I need to do to share access to my files? For a more detailed breakdown of what they can access, take a look at the charts below. ![]() Once file sharing access has been granted, the individual will be able to access all of your Forms files, including all forms and envelopes in those files. Once connected, the individual (such as a Transaction Coordinator, Co-Agent, or Team) will be able to access the agent’s Forms files, and manage new Forms files from start to finish (everything from creating files and filling forms, to preparing and sending envelopes for signature). How does file sharing work in SkySlope Forms?īrokerage admins can connect an individual to the agents they work with. Please reach out to your Brokerage Admin or Customer Success Manager for more information, or check out File Sharing - Broker Edition. □ File sharing is exclusively available as part of Forms Broker Edition. If you are an Agent, and curious about how file sharing works in SkySlope Forms, take a look at the frequently asked questions below to learn more. ![]()
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