Glide Signatures is free within transactions that contain a primary listing or buying agent who is a verified C.A.R. member.

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 three ways to select documents. The starting point for each option is different because you can send forms at different stages of the transaction workflow.

  • Documents page
  • Disclosures page
  • Signatures page

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 3 Adding documents to the package to learn how to upload or insert forms.

3. To remove a document, click the X icon.

Option 2: Disclosures page

Use this option to send some or all of the forms in the Disclosure package.

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

2. On the left menu, click Disclosures.

Selecting documents

There are two ways to select documents on the Disclosures page: select all or select some.

  • To select all, click the eSign button.
  • To select some, check the box next to each form you want to send and then click eSign on the bottom menu.

Review the selection

The Prepare Signature Package page shows the selected documents.

1. Make sure the Glide Signatures option is checked.

2. Add or delete forms (if required).

  • See below Option 3 Adding documents to the package to learn how to upload or insert forms.

Option 3: Signatures 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 checked.

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 Step 2 (see below) and send the package for e-signature, check two default options on the Prepare Signature Package page.

Glide automatically checks the box to add signature tabs to pdf forms in the package.

  • We suggest you leave this box checked. Glide pre-tabs form placements, so agents don’t have to do this step themselves. Uncheck the box to remove tabs from the forms before sending out the package.

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.

Step 2: Reviewing parties and tabs

In this step, confirm the list of people to receive the document package. You can edit the list if required.

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.

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.

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