This article shows you how to select and send documents for free e-signature using Glide Signatures.
Two steps
Sending a document package for e-signature is a two-step process:
1. select the documents you want to send
2. review signature parties and form tabs
Step 1: Selecting documents
There are two ways to select documents. The starting point for each option is different because you can send forms at different stages of the transaction workflow.
Each option is described below.
Option 1: Documents page
Create an e-signature package by adding forms from the Documents page.
1. Go to the Glide Home page and select a transaction.
2. On the left menu, click Documents.
3. On the Documents page, check the box next to each form you want to add to the e-signature package.
4. Click eSign on the bottom menu.
Review the selection
The Prepare Signature Package page lists your selected documents.
1. Make sure the Glide Signatures option is checked.
2. Add forms to the list (optional).
See below Option 2 Adding documents to the package to learn how to upload or insert forms.
To remove a document, click the X icon.
3. To replace unsigned documents with signed documents, select the checkbox next to Replace original when signed.
4. Click Continue.
Option 2: Signatures page
Use this option to send forms from the Signatures Request page.
1. Go to the Glide Home page and select a transaction.
2. On the left menu, click Signatures.
3. On the Signature Requests page, click the New Signature Request button.
4. On the Prepare Signature Package page, make sure the Glide Signatures option is selected.
5. Scroll down to the Select Documents heading.
Adding documents to the package
There are two ways to add documents to the e-signature package: upload and insert.
1. To upload a document from your computer, click the plus (+) icon and complete the upload workflow.
You can also drag a file from your computer to the upload area.
2. To insert a file from a Documents folder, click the blank field, scroll through the list, and click a filename.
The list shows the folder and file structure on the Documents page. If you need a specific file but it’s not saved on the Documents page, it won’t appear here on this list. In this case, you have two choices: upload the file from your computer or stop the workflow, go back to the Documents page, and add a file from the library.
Forms you upload or insert display under the Select Documents heading.
In this example, we added one file -- the Real Estate Transfer Disclosure Statement.
3. Repeat steps to add documents to the package.
Deleting a file
To remove a document from the e-signature package, click the X icon.
Customizing send options
Before you move on to the next step and send the package for e-signature, 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.
Sending the package
Now that you have selected the forms, you're ready to send the document package for e-signature.
Reviewing parties and tabs
In this step, confirm the list of people to receive the document package. You can also edit the list and change the signing order.
1. Click Continue at the bottom of the Prepare Signature Package page.
2. On the next page, review the recipients.
By default, Glide sets all listing-side or buyer-side transaction parties as Need to Sign, which means they receive the document package. Click the X icon to remove a party from the list of signers.
Adding a recipient
You can add a party to the list of signers if that party does not already exist in Glide.
1. Click the Add a recipient link.
2. On the next page, select a person on the list or click the Add new party button.
In this example, we add a new party.
3. Select a role.
In this example, we select Seller 2.
4. Select a name from the list or click the Create new contact button.
In this example, we click Create new contact.
5. On the New Contact page, fill in the required fields and then click Save.
The new contact is now on the signing list and is a transaction party.
6. Repeat steps to add other parties.
7. Click Continue at the bottom of the page.
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.
Reviewing document tabs
On the Preparation Tools page, you can scroll through the form and inspect the 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.
3. Release the mouse. The tab is added to that location.
4. 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.
Reassigning a tab
You can change the party assigned to a tab.
1. Click a tab one time and then look at the right menu. You can see the tab type and person assigned to that tab.
In the example below, we highlighted a Signature tab for the agent.
2. Click the Assign to arrow on the right menu and select a name on the drop-down menu.
The assignee name and tab color change.
3. After reviewing the tabs, click Continue at the bottom of the page.
Sending the package
On the next page, you have one more chance to review the document package and recipients before sending it for e-signature.
1. Add a message (optional).
2. Click Continue at the bottom of the page.
Glide sends the package to each signing party for e-signature.
