Tech Tips

The video above goes over several options for inserting or editing the name of the Trust or Entity in your file, you can also find more information on SkySlope:

Option 1: The first option is to click on the seller name in the form you wish to change. A box will pop up, allowing you to edit that seller’s information. At the top, there should be a checkbox to select if they are a trust or not.

Option 2: If that option isn’t working, you can enter the trust name by splitting it into a “first” and “last” name. For example: “Test Trust Name” could be divided into “Test” and “Trust Name,” and it will show correctly on the form.

Option 3: Alternatively, you can edit the seller information from the File Details. There, you will see the same checkbox to select if the seller is a company or trust. If the box is not checked, you can enter the trust as a “first” and “last” name, similar to the last example. It may require a suffix. If you get that error message, you can enter a few spaces, and it will let you save the name.

Option 4: Finally, if you have removed a contact altogether, you can click the blank text field, and it will take you to a dialog box to fill out the contact information. Scroll until you find the contact you’re looking for, or click “add another.” You can then enter the name using either of the methods described in options 1 or 2 above.

Select the form you wish to send by clicking the checkbox in the upper left corner of the form icon. Then click the pen icon in the tool bar above or right click the form icon and select “Create Envelope”. To use the pre-programmed signature templates, select the roles under “Recipients.” These roles have been previously filled out in the “Details” tab. Then click “Continue.” If you did not previously enter your client names and email address in the “Details” tab, you can enter those for each role, in this example Seller One and Seller Two. Then click “Next.” Then, click on the highlighted field you wish to edit. The editing options for that field will appear in the right menu. There you can toggle, “Required” one or off as needed for each field. If a field is already marked as “Required” it will have a solid filled outline. When you are done editing the signer’s fields, click the “Actions” drop down menu in the top right corner to save or edit your envelope or click “Send” in the bottom right corner to send out the envelope.