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Glide Early Access - How Agents and Teams Email Documents in Glide
Glide Early Access - How Agents and Teams Email Documents in Glide

Quickly send forms to clients from inside the Glide platform.

David Welsh avatar
Written by David Welsh
Updated over a year ago

In this article, Agents and teams learn how to email documents in Glide.

Opening a page

The first step is to open a transaction. You can email from the Documents page or Disclosures page. The steps you need to follow are the same for both pages.

1. Go to the Glide Home page and select a transaction.

2. On the left menu, click Documents to access all forms in the transaction.

Selecting individual files

Use this method to select one or more forms. If you send multiple forms, this method sends each file as a separate attachment. If you want to send multiple files in one email message, you could use the Merge tool to simplify document handling. The Merge tool combines multiple forms into a single pdf file.

1. Check the box next to each form you want to send.

2. To select all files, check the box next to DOCUMENT.

3. Click Email in the bottom menu.

4. On the New Email popup box, click the field and select the parties to receive the message.

  • To copy the email message to a party, click the CC/BCC link and add a name to those fields.

5. Confirm the property address in the subject line and enter a message (optional).

6. Confirm the attached files.

7. To add forms to the email package, use the dropdown menu to add documents from your transaction.

  • Click Upload From Computer to upload files from your computer to the email package. Click the button and follow the upload workflow.

8. Click the X icon to remove a file from the email package (optional).

9. Click OK to send the email package to the recipients.

What the recipient sees

Each party gets an email message with the attached files.

Merging forms

If you want to send a lot of forms at one time, you can simplify document handling by merging all selected forms into one pdf.

1. Check the box next to each form you want to add to the merged file.

2. To select all files, check the box next to DOCUMENT.

3. Click the Merge button on the button menu.

  • The Merge Documents popup box lists the selected files.

4. Enter a unique filename.

  • Click the X icon to remove a file from the list.

5. Check the box next to Delete original documents after the merge (optional).

6. Click OK to create the merged file.

  • The merged file now appears in the list of documents.

7. Follow the steps described above in Selecting individual files to email the merged document.

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