In this article, listing agents learn how to upload an offer package that you plan to accept and send it out for signature to the seller.
For this article, we assume the offer terms were accepted, and the seller is ready to sign the contract.
Uploading a package
1. Select a listing transaction on the Home page.
2. At the top of the Transaction Overview page, click the status button and select Under Contract on the drop-down menu.
3. On the left menu, click Documents.
4. On the Documents page, select a folder and click the (+) upload button.
In the image below, we upload an offer package that we received from the buyer’s agent to the General folder.
5. Select an upload source on the menu.
You can choose the General folder or a custom folder that you already created in your transaction template. Review our Transaction Template training video in the Help Center to learn more.
After the file uploads, it appears in the General folder.
Reviewing the document
1. Click the document to open the file.
2. Review the details and signatures from the buyer and buyer’s agent.
3. After the review, click the Sign button in the top right corner of the page. The offer package goes to the seller for signature.
Sending the offer
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.
Replace original documents
Scroll down the page to the checkbox.
Glide automatically checks the box to replace the unsigned original with the signed version.
We suggest you leave this box checked because it helps reduce the number of transaction documents you need to manage and avoids confusion about whether there are fully executed documents. Uncheck the box to save the signed form on Glide with a different file name and keep the unsigned form in the transaction.
Changing the signing order
On the Add Signers and Recipients page, agents and teams can customize the order in which documents are sent to signing parties. This feature is available for both Glide Signatures and DocuSign.
By default, Glide sends the documents to all signing parties at the same time. If you want this option, leave the Set Signing Order toggle switch in the OFF position.
Click the toggle switch to the ON position to set the signing order. Change the numbers in the boxes.
The party with the smallest number receives the document(s) first. After that party e-signs the document(s), Glide automatically sends the package to the next person based on the rank order.
Add Signers and Recipients
1. On the Add Signers and Recipients page, verify the recipients.
Add or remove recipients (optional).
2. Check the sign status of each recipient and click Continue.
Click the Needs to Sign field and change a recipient to CC, so they are not added as a signing party (optional).
Using Glide Signatures
1. Check the circle next to Glide Signatures.
Verify the recipients, set the signing order (optional), check the box to replace original documents (optional), and then click Continue.
2. On the Preparation Tools page, review the documents for signature, initials, and date tabs.
Adding tabs
If required, add tabs to the document for any signing party.
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. After you complete the document review, click Continue.
2. On the next page, you have one last chance to review the package and make changes if required.
3. Click Continue at the bottom of the page.
Glide sends the package for signature.
If the listing agent sends the offer package, Glide displays a Sign Now button. Click the button to e-sign the documents on Glide.
You can also click Back to Transaction and sign the documents at a later date.
Using DocuSign
Instead of Glide Signatures, select 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. Verify the recipients, set the signing order (optional), check the box to replace original documents (optional), and then click Continue.
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 document
After you send the documents, Glide returns to the Documents page. The offer package in the General folder is marked Waiting for signature.
Once the seller signs the offer package, ratified documents replace unsigned documents.
To track the status of a document out for signature, click Signatures on the left menu.
In the Signature Requests section, you can see the offer package with the Waiting for Others status.
Check the status of individual parties
Hover the mouse on a signature request. A popup window displays the signing status of each party.
The Not Sent Yet status displays if you select the Set Signing Order option and one or more parties have not finished signing the document(s).
