This article shows listing agents how to re-send the client an invitation to complete the disclosure package.
We describe two scenarios:
re-send an invite to the same email address
re-send an invite to the client but use a different email address
Re-sending to the same email address
1. Go to the Glide home page and select a transaction.
2. On the left menu, click Disclosures.
3. On the Disclosures page, click the Package Docs tab and then Manage.
4. Click the Resend button and then select an email address on the drop-down menu.
Glide sends a new invite to that client.
Re-sending to a different email address
In this scenario, we send an invite to the same client but use a different email address because it was initially entered incorrectly into the contact list.
On Glide, it's not possible to change a client's email address once they are added to the transaction.
To change a client's email address, someone on the agent's team must remove the client as a party transaction and then add the same person as a new party.
1. Go to the Glide home page and select a transaction.
2. On the left menu, click Details & Parties.
3. Click the three-dot button next to the party you want to delete, click Remove, and then OK in the confirmation pop-up window.
4. Click the Add Party button and then select a role for the client.
In this example, we select Seller.
5. Click the client's name on the contact list.
In this example, we select Craig Williams. There's no need to create a new contact because the client is already on our contact list.
6. On the contact profile page, check the Invite to transaction box, update the client's email address, and then click the Save button.
7. Review the email invitation, edit the default text if required, and click the Invite button.
What the client sees
The client gets an email message with an invitation to join the transaction. After the client clicks the Get Started button, they can access the online disclosure package.
