In this article, you learn how to use the Reminders tool on Glide.
The Reminders tool is an automated message feature. Buyer and listing agents can create a customized email message that Glide automatically sends if the client does not submit signed forms within a set period of time. If the client submits the documents time, Glide does not send the message.
The Reminders tool is available for disclosure packages and AVID forms.
Opening the Reminders page
1. Click the Glide icon and select Account Settings on the drop-down menu.
2. On the left menu, select Notifications and Reminders.
3. Scroll down to the Reminders heading.
Creating reminders for seller disclosures
If you want to send reminders to clients, you have two options:
customize the default option
create a new reminder
Customizing the default option
Use this option to modify the default option for disclosure packages. There is no default option for AVID forms.
You can change some or all of the pre-filled information in the default option.
1. Click the three-dot button to the right of the default reminder and select Edit.
2. On the Edit Reminder page, click the field below Recipient to change the party or parties.
3. Change the message.
4. Change when to send the reminder.
Send the reminder after a certain number of days pass.
5. Click the field under Send and select the send condition.
In the example below, we want Glide to send the reminder if the seller does not resubmit changes.
6. At the bottom of the window, check the box to receive a copy of the reminder (optional) and then click Save.
Creating custom reminders
You can create a reminder that asks clients to complete discourses packages or AVID forms. The process is similar for both types of document packages.
In this example, we create a reminder for AVIDs.
1. Click the Add Reminder button.
2. Click the field under Recipient and select a party on the drop-down menu.
3. Add a message.
4. Set the time period (number of days) to send the reminder.
5. Click the field under Send and select the send condition.
6. At the bottom of the window, check the box to receive a copy of the reminder (optional) and then click Save.
The reminder message displays on the Notifications and Reminders page.
7. Click the Edit button to modify the reminder.