Prepare and Send Forms
When enabled by your brokerage, Rechat connects with SkySlope Forms and DigiSign so you can prepare forms and send them for electronic signature directly from a Deal.
Rechat keeps the transaction organized, SkySlope provides the available forms, and DigiSign manages the electronic-signature process.
Before you begin
Before preparing your forms:
Confirm that you are working in the correct Deal.
Review the property and transaction information.
Confirm that the correct clients, agents, and other contacts have been added.
Review any important dates associated with the transaction.
Locate the appropriate form or checklist item.
Accurate Deal information is important because Rechat may use it to populate fields in your forms.
Prepare your forms
Open the appropriate Deal.
From the Checklists tab, locate the form or checklist item(s) you need to complete.
Select Fill & Send.
Sign in or authenticate with SkySlope, if prompted.
Review the information populated from the Deal.
Complete any remaining fields and correct any information that needs to be updated.
Review the completed forms before continuing to the signature process.
Always review your forms before sending them. Automatic data population can reduce repetitive entry, but you are still responsible for confirming that the documents are complete and accurate.
Add recipients and signature fields
After preparing the forms, continue to DigiSign to set up the electronic-signature request.
Add or confirm each recipient.
Confirm that every recipient has the correct name and email address.
Assign the appropriate role to each recipient.
Review the signing order, if applicable.
Add or confirm all required signature, initial, date, and other fields.
Review the document package.
Add a subject or message when available.
Select Send.
Your recipients will receive an email from DigiSign inviting them to review and complete the documents.
What happens after you send the documents?
You can monitor the signature request using the available envelope status.
After all required recipients have completed the documents, the finalized files automatically sync back to the Rechat Deal.
From there, you can continue organizing the transaction and submit the completed documents to your office for review when required.
If you cannot find Fill & Send
The Fill & Send option may be unavailable because:
SkySlope Forms has not been enabled for your brokerage.
The checklist item has not been connected to a form.
Your account does not have access to the required forms library.
The Deal information does not match the context required for that form.
Your permissions do not include access to the feature.
Confirm that you are working in the correct Deal and checklist item. If the option is still unavailable, contact the appropriate administrator for your brokerage.
If you cannot find the expected form
The forms available to you depend on your assigned SkySlope library and the configuration of the Deal.
Confirm that:
The Deal has the correct property type.
The correct side is represented.
You are working in the appropriate checklist section.
You have access to the correct forms library.
The desired form is included in that library.
Your brokerage’s forms administrator may need to review your library assignment or checklist configuration if the expected form is unavailable.
If information did not populate correctly
Return to the Deal and review:
Property information
Transaction type
Side represented
Clients and transaction contacts
Agent information
Important dates
Listing or sales information
Correct any inaccurate Deal information, then review the form again before sending it.
If completed documents do not appear in the Deal
First, confirm that all required recipients have completed the envelope.
If the envelope is still awaiting a signature, the completed documents will not be available yet. If the envelope shows as complete but the documents have not returned to the Deal, allow time for the completed files to sync and refresh the Deal.
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