Glide

Help your agents stay organized by sending out forms when needed

How to Schedule the AVID Invite to Send at a Later Time

Track package status, review answers, and provide feedback to your clients

How To Monitor My Clients' Disclosure Packages

Quickly split large files into separate PDFs.

How to Use the Glide Auto-Splitter

Use Glide's Coversheet to provide additional photos, details or instructions to viewers and brand your disclosure packet

How to Edit the Transaction Coversheet

Use templates to simplify routine tasks and save time.

How to Create a Document Template

Glide makes it easier to manage documents and split large files into separate PDFs

How to Split, Edit & Manage PDFs

Watch this 5-min video to learn everything you need to know about how to use our reminders feature!

How to Set Up Transaction Reminders

Divide a single PDF into separate forms and send them for signature.

How to Split a Disclosure Package

Jake Brian Tipagat

Information for Agents, TC's and Assistants

Reviewing & Managing Forms

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

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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