Skyslope Tutorial

Page 1

TABLE OF CONTENTS

My Account

Create a Transaction Email Into a File Split & Assign Digi Sign Tasks & Reminders

Working Documents

Cancel a Transaction

Create A Listing Email Into a File Split & Assign Digi Sign Convert a Listing to U/C Withdraw a Listing

Canceled Contracts Closed Files Support

MY ACCOUNTS 1

1. From the SkySlope home screen, click your name in the upper right hand corner.

2

2. Click “My Account.” This is where you will find your unique SkySlope email address for getting documents into your “Working Documents”

3

3. The first tab is where you can change your personal information if you need to.

4

4. Set up your notifications on the Notification tab

5

5. Set up a custom signature for your emails when you email out of SkySlope.

6

6. If you need to change your password, here is where you will do it.

7

7. The directory tab allows you to upload or create contacts so you don’t have to manually type them into your transaction contacts every time.

WORKING DOCUMENTS

(A PLACE TO KEEP YOUR DOCUMENTS/CLIENTS ORGANIZED BEFORE THEY ARE LISTED OR UNDER CONTRACT)

1

1. From the SkySlope home screen, click on the “Working Documents” icon.

3

2

2. The Working Documents screen allows you to add as many folders as you like, and name them anything you want!

3. All documents that you email to your unique SkySlope email address (YourName@ SkySlope.com – found under “My Account”) will go into your “Unfiled Docs” folder.

5

4

4. Click the box next to the documents you want to file in the correct folder and options will appear at the top of the screen.

5. You can click the “Move� option and tell it which folder to file it in.

7

6

6. Once that client is either Listed or Under Contract, you will need to set up the new listing or new transaction from the home screen. Once it is set up, come back to working documents, select the appropriate folder, then check the box at the top of the documents to select ALL documents

7. Click the “Assign� button

8

8. A list of your transactions or listings will appear

9. Select the address you want to assign it to (you will have had to already set up the new listing or new transaction first in order to be able to select it) 10. SkySlope will then automatically move everything from your working folder into the new listing/new transaction so you don’t have to re-upload everything. 9

CREATE A LISTING

1

1. From the SkySlope home screen click on the Create Listing icon

2

2. The listing assistant will come up and walk you through creating your new listing

3

3. Enter the address

4

4. Click the Listing Checklist and then click Next Question

5

5. Enter Price

6

6

6. Enter Commission breakdown

7 7

7. Enter Listing and Expiration dates

8

8. Choose the Source of this listing

9

9a

9. Add the Seller information 9a. If it is a company, click the blue “Switch to Company Seller”

9b

9b. Add Company Seller Information

10

10. Check to make sure everything looks correct, then click “Create My Listing”

11

11. Your listing file is now complete and ready for you to add your documents.

12

12. Your listing’s unique email can be found here

EMAIL DOCUMENTS INTO YOUR LISTING/TRANSACTION FILE

1

1. When you are in your listing/transaction, you will find that file’s unique email address at the top of the screen in light blue

2

2. If there is a document attached to your email, SkySlope will automatically separate the document and put it in your “Documents� tab

3

3

3. The email itself will be put in your “Log� tab as a clickable link to be able to open and view the email

SPLIT AND ASSIGN

YOU CAN SCAN/EMAIL A STACK OF DOCUMENTS INTO YOUR SKYSLOPE FILE AS ONE LARGE DOCUMENT, THEN SPLIT THEM FROM WITHIN SKYSLOPE.

1. Once you have scanned your stack of documents to your listing/transaction’s email address, you will find it under the “Documents” tab.

THIS ELIMINATES HAVING TO STAND AT THE SCANNER AND SCAN EACH INDIVIDUAL DOCUMENT, YAY!

1a 1

1a. Click the “Split” button to the right of the document.

2

2. It will open a preview window. In the preview window you can see what pages are assigned to what documents. On the left hand side, you will specify the document, and from page # to page # (ex. Listing Contract from Page 1 to Page 7, Real Estate Brokerage Disclosure from Page 8 to Page 9 etc) until you have completed this for the entire document stack.

3

3. When all the pages are assigned, click the “Split and Assign� button to not only split your documents, but also assign them to the appropriate checklist items.

DIGISIGN

2

1

1. From the “Documents” tab in your Listing/ Transaction, click the box next to the document you would like to have e-signed. 2. With the document selected, click the “Digisign” button

3

3. It will bring up the document you have selected, and also give you a list of the other documents in your file in case you would like to add other documents to be signed at the same time. If you want to add more docs, just click the checkbox next to the other documents you would like to e-sign. When all the documents you want to be e-signed are showing up in the right hand window, click the blue “Next� button.

4

4. Next you will be asked to select who want to sign from your listing/transaction contacts that are automatically pulled up in the left hand window. Click the checkbox next to the name of the contact that needs to sign. You may select as many signers as you wish. If your signer is not listed in the contacts, click the “New Recipient� button.

5

5. Once you have selected your signer, click the blue “Next” button.

6. A document preview window will generate.

9 7

8

7. Choose from the list of blue button options at the top of the screen. Click to select the option you would like (once clicked, it will have a white box around it so you know it is selected). 8. When the option you want is selected, simply click on the document where you want the field to be placed. You can drag the field around to put it exactly where you want. 9. When you have all of your digisign fields placed, click the blue “Send� button.

10. A pop-up window will 10

open that allows you to write a message. When ready, click the blue “Send for Signatures� button

11. Woohoo, that really was easy!

12

12. You can view your DigiSign “Drafts”, “Sent” and “Completed” documents in the “DigiSign” tab.

CONVERT A LISTING TO UNDER CONTRACT

1

1. From the SkySlope home screen click the “Manage Listings” icon

3 2

2. A list of your listings will appear, click on the address of the listing that is now under contract - OR 3. Click the check mark box to the right of your listing

4

5

4. When your listing file opens, click on the “Checklist” tab 5. From the “Checklist” page, click “Accepted Contract”

6

6. A Transaction details page will automatically open, fill out each field (fields with a red asterisk are required) then click “Next� at the bottom of the screen

7

9

8

7. A “Contacts” page will generate, fill out each contact 8. Then click on the next Contact Type on the left hand side until you have completed all the contacts 9. When all contacts are finished, click the blue “Submit” button

10

10. A “Commission” tab will automatically generate, fill in as much as is helpful to you, fields with a red asterisk are required. 11. When finished, you MUST click the blue “Submit” to complete your under contract.

11

WITHDRAW A LISTING

1

1. From the SkySlope home screen click the “Manage Listings” icon

3 2

2. Click the address of the listing you want to withdraw - OR 3. Click the no symbol

4

4. Click the “Withdraw Listing� button in the upper right hand corner

5

5. SkySlope will ask if you are sure you want to withdraw and will give you a blank space to write any notes, then click the blue “Withdraw Listing� button

CREATE A TRANSACTION >> ONLY DO THIS IF IT IS YOUR BUYER. IF IT IS YOUR LISTING, YOU WILL NEED TO CONVERT THE LISTING FILE INTO AN UNDER CONTRACT <<

1

1. From the SkySlope home screen click the “Manage Listings” icon

2

2. Enter in the address and click the correct address when populated. If SkySlope cannot find the address, click the “x� on the pop up search for address box and put in the address manually

3

3. Fill in the transaction detail fields, the red asterisk fields are required.

4. When finished, click the blue “Next” button 4

5 6 5a

5. A “Contacts” page will generate, fill out contact and click blue save button 6. Then click on the next Contact Type (5a) on the left hand side until you have completed all the contacts, clicking the blue “save” button after each one

7

7. When all contacts are finished, click the blue “Submit” button

8

8. A “Commission” tab will automatically generate, fill in as much as is helpful to you, fields with a red asterisk are required. 9. When finished, you MUST click the blue “Submit” to complete your under contract.

9

10

11

10. Your under contract file is now complete and ready for you to add your documents. 11. Your under contract transaction unique email can be found here

EMAIL DOCUMENTS INTO YOUR LISTING/TRANSACTION FILE

1

1. When you are in your listing/transaction, you will find that file’s unique email address at the top of the screen in light blue

2

2. If there is a document attached to your email, SkySlope will automatically separate the document and put it in your “Documents� tab

3

3

3. The email itself will be put in your “Log� tab as a clickable link to be able to open and view the email

SPLIT AND ASSIGN

YOU CAN SCAN/EMAIL A STACK OF DOCUMENTS INTO YOUR SKYSLOPE FILE AS ONE LARGE DOCUMENT, THEN SPLIT THEM FROM WITHIN SKYSLOPE.

1. Once you have scanned your stack of documents to your listing/transaction’s email address, you will find it under the “Documents” tab.

THIS ELIMINATES HAVING TO STAND AT THE SCANNER AND SCAN EACH INDIVIDUAL DOCUMENT, YAY!

1a 1

1a. Click the “Split” button to the right of the document.

2

2. It will open a preview window. In the preview window you can see what pages are assigned to what documents. On the left hand side, you will specify the document, and from page # to page # (ex. Listing Contract from Page 1 to Page 7, Real Estate Brokerage Disclosure from Page 8 to Page 9 etc) until you have completed this for the entire document stack.

3

3. When all the pages are assigned, click the “Split and Assign� button to not only split your documents, but also assign them to the appropriate checklist items.

DIGISIGN

2

1

1. From the “Documents” tab in your Listing/ Transaction, click the box next to the document you would like to have e-signed. 2. With the document selected, click the “Digisign” button

3

3. It will bring up the document you have selected, and also give you a list of the other documents in your file in case you would like to add other documents to be signed at the same time. If you want to add more docs, just click the checkbox next to the other documents you would like to e-sign. When all the documents you want to be e-signed are showing up in the right hand window, click the blue “Next� button.

4

4. Next you will be asked to select who want to sign from your listing/transaction contacts that are automatically pulled up in the left hand window. Click the checkbox next to the name of the contact that needs to sign. You may select as many signers as you wish. If your signer is not listed in the contacts, click the “New Recipient� button.

5

5. Once you have selected your signer, click the blue “Next” button.

6. A document preview window will generate.

9 7

8

7. Choose from the list of blue button options at the top of the screen. Click to select the option you would like (once clicked, it will have a white box around it so you know it is selected). 8. When the option you want is selected, simply click on the document where you want the field to be placed. You can drag the field around to put it exactly where you want. 9. When you have all of your digisign fields placed, click the blue “Send� button.

10. A pop-up window will 10

open that allows you to write a message. When ready, click the blue “Send for Signatures� button

11. Woohoo, that really was easy!

12

12. You can view your DigiSign “Drafts”, “Sent” and “Completed” documents in the “DigiSign” tab.

TASKS & REMINDERS

1

2

1. From within your listing/ transaction, go to the “Tasks” tab 2. Click the green “New Task” button

1

3. The “task” tab is grey which means it is selected. Input your task information and choose the date the task is due. Click “Save”

4

5

4. If you would like to set up a reminder, click the reminder sub tab (it is grey if it is selected) 5. Title your reminder, choose when you want to be reminded, and choose as many email address recipients to receive the reminder as you would like. Click “Save�

6

6. You will now see your saved Task under the “Tasks� tab in your listing/ transaction

CANCEL A TRANSACTION

1

1. From the SkySlope home screen click the “Manage Transactions” icon

2

3

2. Click on the address of the transaction you need to cancel - OR 3. Click the “no symbol”

4

4. Click the “Cancel Transaction� button in the upper right hand corner

5

5. Type the reason for cancellation in the pop-up box 6. Then click the blue “Cancel Transaction” button

6

7. Your transaction is now canceled and can be found under the “Canceled Contracts� icon from the home screen.

CANCELED CONTRACTS

1

1. From the SkySlope home screen, click the “Canceled Contracts” icon

2

2. A list of your canceled contracts will appear here, just click on the address of the transaction you would like to access.

HOW TO ACCESS YOUR CLOSED FILES

1

1. On the SkySlope home screen, click on the Access Archives Icon

2

2. A list of your closed files appear here, click on the file you would like to access

SUPPORT

The support features in SkySlope are wonderful! Have a question? Want to take a deeper dive into learning SkySlope? It’s all at your fingertips!

1

1. You can access Support from any page in SkySlope, it is the icon that looks like a person with a headset and it is located at the upper right hand corner of every screen.

2b 2a

2. When you click the Support Icon, it gives you a couple options: a. Search for your question: Type in your question and a list of possible related articles will generate b. Live chat: Type your question in the chat box and a live agent will help you (they are very quick and very helpful, SUPER easy to use! Bonus: if for some reason a live agent isn’t available to help you, they send you a Starbucks gift card!)

3

3. If you scroll to the bottom of the screen you will see the tutorial center. Click “I am an agent� and view all the topics you can learn more about! There are written articles and short YouTube videos to teach you everything you need to know!

Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.