---
title: "Foundations: Setting up your SkySlope"
description: A short how-to on setting up your Pemberton Holmes SkySlope account.
---
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1. [Support & Resources](https://help.pembertonagentadvantage.ca/?hsLang=en-ca)
2. [Getting started](https://help.pembertonagentadvantage.ca/getting-started?hsLang=en-ca)
3. [Transaction Software](https://help.pembertonagentadvantage.ca/getting-started?hsLang=en-ca#transaction-software)
# Foundations: Setting up your SkySlope
## This guide features a video walkthrough and foundational article to assist you with learning and setting up your SkySlope account.
---
**Video Overview**
---
#### **Table of Contents:**
[**Accessing Skyslope and Support**](https://help.pembertonagentadvantage.ca/setting-up-your-skyslope#skyslope-and-support)
[**Understanding the Dashboard**](https://help.pembertonagentadvantage.ca/setting-up-your-skyslope#dashboard)
[**Customize Your Account**](https://help.pembertonagentadvantage.ca/setting-up-your-skyslope#customize-account)
[**Viewing Your Files**](https://help.pembertonagentadvantage.ca/setting-up-your-skyslope#view-files)
[**Creating a Listing File**](https://help.pembertonagentadvantage.ca/setting-up-your-skyslope#listing-file)
[**Understanding the Checklist**](https://help.pembertonagentadvantage.ca/setting-up-your-skyslope#understanding-checklist)
[**Uploading and Splitting Documents**](https://help.pembertonagentadvantage.ca/setting-up-your-skyslope#split-documents)
[**Tracking Review and Feedback**](https://help.pembertonagentadvantage.ca/setting-up-your-skyslope#review-feedback)
[**Converting a Listing to a Transaction**](https://help.pembertonagentadvantage.ca/setting-up-your-skyslope#listing-to-transaction)
[**Creating a Buyer Transaction**](https://help.pembertonagentadvantage.ca/setting-up-your-skyslope#working-with-buyers)
[**Cancelling or Archiving Files **](https://help.pembertonagentadvantage.ca/setting-up-your-skyslope#cancelling)
[**Comments, Log, and Communication**](https://help.pembertonagentadvantage.ca/setting-up-your-skyslope#comments)
[**Using Digisign**](https://help.pembertonagentadvantage.ca/setting-up-your-skyslope#digisign)
[**Mobile App Access**](https://help.pembertonagentadvantage.ca/setting-up-your-skyslope#mobile-app-access)
[**Optional Tools**](https://help.pembertonagentadvantage.ca/setting-up-your-skyslope#optional-tools)
[**Support and Resources**](https://help.pembertonagentadvantage.ca/setting-up-your-skyslope#support-and-resources)
---
#### **1. Accessing SkySlope and Support**
- Log in using the link from your **admin invitation email**.
- Create a **personal password** when prompted.
- Once inside, you’ll see Pemberton Holmes’ **customized dashboard**
#### **2. Understanding the Dashboard**
****
SkySlope includes several tools, but this training focuses on:
- **Transaction Management**
- **DigiSign (e-signature)**
You can switch between tools using the **Apps** menu in the top-right corner.
#### **3. Customize Your Account**
****
1. Click your **name (top right)** → **My Account**.
2. Add personal details and an optional **secondary email**.
3. In the **Notifications tab**, toggle on alerts for “In Review,” “Incomplete,” and “Complete” so you’re notified as files move through review.
**Tip: **SkySlope assigns a unique email address to your account, enabling you to submit documents directly to your ‘Working Documents’ folder at any time—without logging in. Simply forward your documents to this address in the “To:” field for secure and efficient uploads.
#### **4. Viewing Your Files**
Your dashboard lists:
- **Active listings and transactions**
- **Recent files**
- Searchable by **address**, **MLS number**, or **client name**
#### **5. Creating a Listing File**
From the Dashboard:
1. Click **Create → Listing**.
2. Enter the property address (manual entry or MLS lookup).
3. Select the correct **checklist type** (e.g., Residential).
4. Fill in listing price, dates, commission, and seller contact info.
5. Confirm details and click **Create**.
This creates your **property file** — the home for all your listing documents.
#### **6. Understanding the Checklist**
Your checklist shows all required brokerage documents.
- **Red** = Required
- **Yellow** = In Review
- **Green** = Complete
- **Purple** = Incomplete (with comments from your admin)
Each file also includes a **unique property email address** for forwarding documents.
#### **7. Uploading and Splitting Documents**
##### *Option 1: Drag & Drop*
**
Drag PDFs directly onto the checklist line.
##### *Option 2: Use the Documents Tab*
1. Upload your large “packet” of forms.
2. Click **Split**.
3. Use **Auto-Read + Split & Assign** to automatically detect forms, or split manually by selecting page ranges.
4. Assign each section to the correct checklist item.
##### *Option 3: Email-In*
**
Forward documents to the **property-specific email**. They’ll appear in the **Documents tab**, ready for splitting and assigning.
**Tip:** For each transaction, a dedicated property email address is generated. Streamline your workflow by including this address in the BCC field when sending documents to clients—this ensures all correspondence is automatically captured within the transaction file, saving valuable time and maintaining a complete record.
#### **8. Tracking Review and Feedback**
Once you submit you’ll receive an **email summary **when documents have been reviewed.
- Green = Complete
- Purple = Incomplete (includes reason and next step)
To fix an incomplete document:
1. Open it in **Documents**.
2. Review the feedback, make the necessary corrections, and upload the revised document.
3. Reassign it to the checklist line.
#### **9. Converting a Listing to a Transaction**
When an offer is accepted:
1. From the listing file, click **Accept Contract → Create Transaction**.
2. Fill in sale details (price, acceptance date, contacts, commissions).
3. Your new **Transaction** file will open with its own checklist — your listing progress is preserved.
#### **10. Working with Buyers**
****
To create a buyer file:
1. Click **Create → Transaction → Purchase**
2. Search address and enter buyer information.
3. Upload your **documents **to the checklist
**Un-accepted Offers: **Un-accepted or cancelled offers should be emailed directly to [conveyancing@phre.ca](mailto:conveyancing@phre.ca)
#### **11. Using DigiSign (E-Signature Tool)**
To send documents for signing:
1. From **Apps**, select **DigiSign**.
2. Click **New Envelope**.
3. Choose a property (optional).
4. Upload your PDF(s).
5. Add recipients, assign signing roles, and (optional) set signing order.
6. Drag signature, initial, date, and checkbox fields onto the form.
7. Write a quick email message and **Send**.
**Tip:** You can resize signature fields for clarity, but font style is fixed for consistency.
Once sent:
- You can **Sign Now** if you’re also a signer.
- Clients receive an email link to complete signing.
#### **12. Comments, Log, and Communication**
- Use **Comments** on checklist rows to communicate with admins.
- The **Log tab** records every upload, assignment, and email.
- Click an entry to view the original email and attachments — a great audit trail.
#### **13. Cancelling or Archiving Files **
If a deal falls through:
1. Click **Transaction Actions → Request Cancellation**.
2. Add a reason (e.g., demo, withdrawn).
3. The admin will finalize and archive it.
#### **14. Optional Tools **
- **Tasks & Reminders:** Manage personal or shared to-dos.
- **Working Documents:** Store and manipulate PDFs not tied to any property.
#### **15. Mobile App Access**
Everything you learned works on mobile too! Download the SkySlope app [HERE](https://skyslope.com/skyslope-mobile/)
#### **16. Support & Resources**
Visit **support.skyslope.com** for:
- Product-specific tutorials
- Step-by-step video guides
- FAQ and troubleshooting
- [Getting started](https://help.pembertonagentadvantage.ca/getting-started?hsLang=en-ca#main-content)
- [General](https://help.pembertonagentadvantage.ca/getting-started?hsLang=en-ca#general)
- [Transaction Software](https://help.pembertonagentadvantage.ca/getting-started?hsLang=en-ca#transaction-software)
- [Board Software](https://help.pembertonagentadvantage.ca/getting-started?hsLang=en-ca#board-software)
- [FAQs](https://help.pembertonagentadvantage.ca/faqs?hsLang=en-ca)
- [BoldTrail Help](https://help.pembertonagentadvantage.ca/boldtrail-help?hsLang=en-ca)
- [Contracts](https://help.pembertonagentadvantage.ca/contracts?hsLang=en-ca#main-content)
- [Offers](https://help.pembertonagentadvantage.ca/contracts?hsLang=en-ca#offers)
- [Marketing](https://help.pembertonagentadvantage.ca/marketing?hsLang=en-ca)
- [Buyers & Sellers](https://help.pembertonagentadvantage.ca/buyers-sellers?hsLang=en-ca#main-content)
- [Sellers](https://help.pembertonagentadvantage.ca/buyers-sellers?hsLang=en-ca#sellers)
- [Buyers](https://help.pembertonagentadvantage.ca/buyers-sellers?hsLang=en-ca#buyers)
- [Open Houses](https://help.pembertonagentadvantage.ca/buyers-sellers?hsLang=en-ca#open-houses)
- [Financing](https://help.pembertonagentadvantage.ca/buyers-sellers?hsLang=en-ca#financing)
- [Negotiations](https://help.pembertonagentadvantage.ca/buyers-sellers?hsLang=en-ca#negotiations)
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