As a buyer’s agent, you will likely receive a complete disclosure package as a single PDF document from the listing agent.
Glide makes it easy to review these long disclosure documents by automatically splitting them into individual forms. After that, you can send each form to the buyer for signature.
Uploading a disclosures package
1. On the Home page, select a listing transaction.
2. On the Transaction Overview page, click Documents on the left menu.
3. On the Documents page, select a folder and click the (+) upload button.
In this example, we upload a disclosures package to the Disclosures folder.
4. Select an upload source on the menu.
In this example, we upload a disclosures package from a computer.
After the file uploads, it appears in the Disclosures folder.
Creating folders
We created the Disclosures folder with a transaction template.
To learn more about templates, watch the video, How to Create a Document Template.
You can also create folders inside each transaction to organize and group different types of documents. Click the New Folder button at the top of the Documents page.
Splitting a pdf file
1. Click the disclosures package to open the file.
2. Click the Split button in the top right corner of the Document Information page.
After you click the Split button, the Prepare page displays. This page lets you customize the output before the disclosures package splits.
On the left menu, you can see a list of the individual files from the single pdf.
Managing unknown files
Glide reads the package, recognizes all standard C.A.R. forms, and automatically splits them.
Sometimes Glide does not recognize certain pages because the original scanned copy was low quality or they are custom brokerage forms or local advisories. In these cases, name the document and specify a page range.
These pages appear in the file list with a red title called Specific filename.
Email a blank PDF to support@glide.com if you have frequently used forms that you want Glide to recognize and automatically split.
Click the unknown file name. In the black box, confirm the page range and give the file a unique name. Choose a name from the C.A.R. library menu, if you want.
Click the arrow in the top left corner to close the black box.
Click the X in the top right corner to remove the page(s) from the split package.
3. After you finish managing unknown files, click the Split button at the bottom of the page.
In the bottom left corner, check the box to delete the original document after Glide splits it into separate files for review.
After Glide splits the disclosure package, the separate files are placed inside the Disclosures folder.
Sending files for signature
On the Documents page, select the files you want to send for signature.
1. Check individual files, or check the DOCUMENT box to select all.
After you select one or more files, a black action bar displays at the bottom of the page.
2. Click the eSign button on the action bar.
Setting send options
1. At the top of the Prepare Signature Package page, select one send tool: Glide Signatures or DocuSign.
2. Scroll down and inspect the list of documents.
Click the X icon to remove a file from the list.
Use the upload tool to add documents if required.
3. Scroll down to the two checkboxes.
Check the first box if you want Glide to automatically add signature tabs to all the documents you send.
Check the second box if you want Glide to replace the original documents in the transaction folder with fully executed documents once the buyer signs them.
Using Glide Signatures
1. Check the circle next to Glide Signatures.
After you complete the Prepare Signature Package review, click Continue at the bottom of the page.
2. On the next page, verify the recipients.
Add or remove recipients (optional).
3. Check the sign status of each recipient and then click Continue.
Click the Needs to Sign field and change a recipient to CC, so they are not added as a signing party (optional).
4. On the Preparation Tools page, review the documents for signature, initials, and date tabs.
Adding tabs
If required, add tabs for any signing party to the document.
1. On the left menu, click the arrow and select a party on the drop-down menu.
Each signing party name is color-coded.
2. Locate a place on the form that needs a signature, initials, or a date, and then drag the corresponding tab to that spot.
Release the mouse to place the tab in that location.
3. To move a tab, click and drag the tab.
Deleting a tab
To remove a tab, click the tab one time and then click Delete on the keyword.
Completing the review
1. To review another document, use the scroll tool on the right and click a page, or click the Go to next document button.
2. After you complete the document review, click Continue.
3. On the next page, you have one last chance to review the package and make changes if required.
4. Click Continue at the bottom of the page.
Glide sends the package for signature.
Using DocuSign
1. Check the circle next to DocuSign.
If your DocuSign account is not synced with Glide, click Link Account and enter your DocuSign account credentials.
2. On the next page, verify the recipients.
Add or remove recipients (optional).
3. On the Review and Sync page, check the package details and then click Continue.
Add a text message, recipients, or documents (optional).
4. On the Add Documents to the Envelope page, verify all the details and then click the NEXT button.
5. Scroll through the documents.
Make sure all the tabs are placed.
6. Add color-coded signature, initials, or date tabs to the document if required.
7. After the review, click the SEND button.
Tracking the documents
After you send the documents, Glide returns to the Documents page. The documents are marked as "Waiting for signature."
To track the status of documents out for signature, click Signatures on the left menu.
In the Signature Requests section, you can see sent documents with the "Waiting for Others" status.
