Templates are a great way to keep organized and quickly access important documents when creating and submitting offer packages.
Another reason to use templates is quick updates. When you apply a template to a transaction, the default text inside a template document auto-fills the relevant fields in the transaction document. Any change you make to a template document automatically appears on the relevant transaction document (if the template was applied to a property within the transaction).
What's a template?
It's a blueprint of parties, documents, and form content that can be applied to new or existing transactions. You can create a template based on different purposes such as property type (e.g. single family home or condo). It's up to you and your team how to organize the templates.
In this article you will learn:
To use a template, first complete these five steps in Glide:
Creating a template
1. Click the profile icon in the top right corner of the page and select Transaction Templates
2. Click Create new template
3. Enter a Template Title and select the Transaction Type (Purchase for this example), then click Create Template
Adding buyer documents
Once the template has been created you will first see the Documents tab with a Buyer documents folder. This folder is where you can add any documents that are relevant for your buyer and that will apply to any property on which they may choose to submit an offer.
To add files to the Buyer Documents folder:
1. Click the (+) button. You can upload documents from your computer, the Glide form library, or DocuSign
In this example, we upload a document from the Glide form library
2. Enter a file name in the search bar, check the box next to the file you want to upload, then click Add Document.
(Note: You can add as many documents as needed at one time)
3. The document will then be added to your Buyer Documents folder in the template
Adding property documents
After adding your Buyer Documents, next you can add property specific files under the Property Documents tab. This section is where you can add any documents that are relevant for properties in a transaction.
(Note: The Property Documents tab will only be available when creating purchase transaction templates. You will not see this tab when creating Listing or Leasing templates in Glide)
To add files to the Property documents folder:
1. Click the (+) button. You can upload documents from your computer, the Glide form library, or DocuSign.
In this example, we choose to Upload from Computer
2. Select a document from your computer, then click Open
(Note: You can add as many documents as needed at one time)
3. The document will then be added to the Property documents folder
Adding default text to a template document
Default text consists of standard words, phrases, figures, and options you want to use in your transactions. To save time and communicate a consistent message, add default text to a template document.
To add default text:
1. Open a document in your template
In this example, we open the Buyer's Inspection Waiver in the Buyer Documents folder
2. Scroll down the document to the correct field and then enter the default text in a yellow area
In this example, we add default text about recommendations for buyer inspections
3. Click Save and Close after you finish
Adding party and property information
To add party and property information to a template:
Click the Details & Parties tab
(Note:) The information you enter here transfers to all documents in the template
In this article, we add one party to the purchase transaction template
2. To add a party to a template, click Add Party
In this example, we will add a transaction coordinator
3. Choose a role in the drop-down list
In this example, we select Buyer Team / TC
4. Choose a name on the drop-down list or click Create new contact
In this example, we select a name on the drop-down list
5. Review the party's information, then click Save
Adding offer package documents
Documents can be added to the Offer Package section and can be automatically added to the offer package folder when submitting an offer for a listing using Glide. Don’t worry, you can also easily transfer property documents into your offer package after the template is applied.
To add offer package documents to a template, click the Offer Package tab
2. You can upload documents from your computer, the Glide form library, from the buyer or property document folders in the template, or from DocuSign
In this example, we select to add documents from Glide's form library
3. Enter a file name in the search bar, check the box next to the file you want to upload, then click Add Documents
(Note: You can add as many documents as needed at one time)
4. The document will then be added to the Offer Package section
Applying a template to a transaction
There are three ways to apply a template to a purchase transaction:
Creating a new transaction with a property address included or adding a property to an existing transaction
Applying a template to an existing transaction
Applying a template when creating an offer package
Creating a new transaction with a property address included or adding a property to an existing transaction
On the Home page, click + New Transaction
2. Then add the buyer agent information by selecting a name on the drop-down list or click Create new contact
In this example, we select a name on the drop-down list
3. Click Continue
4. Select the type of transaction and the status of the transaction (based on where you are in the transaction process), then click Continue
5. Either Enter an address or choose Search by MLS, then Select an MLS from the drop-down list and enter the listing number. Then Apply a transaction template from the drop-down list.
In this example, we will choose to Enter an address and select the Purchase Transaction Template
6. Click Continue once all selections have been made
7. Add people to the Purchase Team or Buyers for the transaction by first selecting a role
In this example, we will choose Add Buyer
8. Then choose a name from the drop-down list or click Create a new contact
In this example, we will select Miguel Estrada
9. Click Save, then click Continue
10. Add the Transaction Name, any additional Parties, and any Commission information, then click Continue
(Note: The Transaction Name will default to the buyers name if a buyer was added as a party to the transaction)
11. The Overview page will display the Properties that have been added for this purchase transaction. Click Documents on the left navigation menu to view the Buyer documents
In this transaction, since a transaction template was previously applied that included documentation in the Property documents folder, the property will display a teal OFFER STARTED banner
12. The documents from the applied template will be listed in the Buyer Documents folder
(Note: Any Property Documents that were added to the template will be accessible from within each individual property)
Applying a template to an existing transaction
1. Select a transaction from the the Transactions page
2. Click the ellipsis at the top of the page and then select Apply Templates
3. On the Apply Templates panel, check the radio button to Select from your templates, check the box next to the properties you would like to apply the selected template to, then click Apply template
(Note: If there are multiple properties in a single transaction you can either select a single property or select multiple properties at the same time to apply the template to. If the property already has an offer package started, the option to select the property will be greyed out.)
4. Both Properties in the example now show the teal OFFER STARTED banners and now include all documents and parties that were added from the transaction template
Applying a template when creating an offer package
1. Select a transaction from the the Transactions page
2. On the Overview page, click on a tile under Properties
3. Click Prepare an offer package
4. Click the Apply a template radio button, select a template from the drop-down list, then click OK
5. All documents from the transaction template will be added for the property. Click Continue preparing offer to view the Offer Package page
6. On the Offer Package page you can view all documents that were added from the Offer Package tab in the transaction template you just applied
Saving transaction documents as a template
To save transaction documents as a template, while working within an existing purchase transaction:
Click the ellipsis at the top of the page and then select Save as Template
2. On the Save as Template panel, enter the Template Title, select the property you would like to use to save as a template, then click Save
(Note: Any property that has an offer package inside of it that is already started or submitted will be greyed out)
