Glide

Make sure sellers don't use the same email address on a transaction.

Seller Not Receiving Invite to Complete Disclosures

Maximize opportunities with your mobile device.

How to Create a New Transaction with the Glide App

Add and update contacts, team members, and clients.

How to Manage Your Contacts, Parties and Address Book

Track transaction forms, communication, and changes.

How to Review and Download the Transaction Activity Log

Quickly add purchase properties to your Transactions page.

How to Create a Purchase Transaction

Quickly add properties to your Transactions page.

How to Set Up a Listing Transaction

Save time by eliminating routine transaction management tasks.

How to Apply a Template to a Transaction

Glide allows you to archive transactions to keep active and inactive transactions better organized

How To Delete A Transaction

Jake Brian Tipagat

Learn how to create transactions, document templates for transactions and utilize other 

Creating & Managing Transactions

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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