In this article, you learn about client status labels on the Details & Parties and how to change them.

  • If you send a party an invite to fill out disclosure forms, they are a CLIENT.
  • If you add a party to the transaction but do not send an invite to fill out disclosure forms, they are a CONTACT.

How to change CONTACT to CLIENT 

1. Go to the Glide home page and open a transaction.

2. Click Details & Parties on the left menu.

3. Click Parties to open the tab.

4. Locate the party with the CONTACT status you want to change, click the three-dot button, and select Invite.

5. Review the invite message and click Send.

  • You can edit the message (optional).

Glide sends the party an email message and changes the status to CONTACT.

  • Glide removes the Not Registered status after the party opens the email message and starts to answer questions on the disclosure forms.

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