Your Guide To Getting Started

Agent Handbook

This guide covers the following topics:

  • Account Setup

  • Files & Forms

  • Forms Templates

Click HERE to view/download the Agent Handbook

Digisign

This guide covers the following topics:

  • Basics:

    • Using The Dashboard

    • Sending Envelopes

    • Adding Signers & Recipients

    • Adding Blocks to a Document

  • Advanced:

    • Sending Reminders

    • Using Checkbox Groups

    • Creating Templates

    • Using Templates

Click HERE to view/download the Getting Started Guide


Getting Started Guide - Listing Agent

This guide covers the following topics:

  • The Basics:

    • Create a listing

    • Convert a listing (Accepted Offer)

    • Withdraw a listing

    • Submit documents for review

    • Using Skylope on Mobile

  • Advanced Tips

    • Upload docs via Drag & Drop

    • Using Plsit & Assign

    • Upload docs via email

    • Sending document bundles

Click HERE to view/download Getting Started Guide - Listing Agents


Skylope - Admin Handbook

This guide covers the following topics:

  • Review documentation for compliance

  • Create and filter with Stages

  • Closing and Archiving files in Skyslope

Click HERE to view/download "The Admin Handbook"

Getting Started Guide - Buying Agent

This guide covers the following topics:

  • The Basics:

    • Create a buyer file

    • Cancel a buyer file

    • Submit documents for review

    • delete incomplete files

    • using Skylope on mobile

  • Advanced:

    • Upload Doc via Drag & Drop

    • Using Split & Assign

    • Uploading Docs via email

    • Sending Document Bundles

Click HERE to view/download Getting Started Guide - Buying Agents

Skylope - Admin File Review

This guide covers the following topics:

  • File Review

    • How to audit a checklist

    • Using Quick audit

    • Quick Tips for admin

  • File Management

    • How to close & archive

    • archiving a closed file

    • Cancel a transaction

    • Multi-stage review

Click HERE to view/download "The Admin File Review Handbook"