Requesting & Generating Forms

Information for Agents, TC's and Assistants

Sebastian Tonkin avatar Kora Gilman avatar
8 articles in this collection
Written by Sebastian Tonkin and Kora Gilman

How Do I Edit the Transaction's Property Address or Parties?

Click into the packet from your Home Screen to access the Transaction Details Screen, where you can edit the address and party information
Kora Gilman avatar
Written by Kora Gilman
Updated over a week ago

Why Do the Forms Say "PREVIEW"?

Learn how to turn your forms from drafts into completed PDFs in just a couple steps!
Kora Gilman avatar
Written by Kora Gilman
Updated over a week ago

How Can I Use Glide In Person With My Clients?

Kora Gilman avatar
Written by Kora Gilman
Updated over a week ago

How Do I Request Forms from Multiple Buyers or Sellers?

How to handle different scenarios involving multiple buyers or sellers completing forms for a single property.
Sebastian Tonkin avatar
Written by Sebastian Tonkin
Updated over a week ago

Can I Generate Incomplete Forms?

Agents may generate the forms into PDFs before the seller has completed answering all the questions on Glide
Kora Gilman avatar
Written by Kora Gilman
Updated over a week ago

How Does a TC Invite an Agent to Complete an AVID?

TC's can send their agents an invitation to complete an AVID by following these simple steps
Kora Gilman avatar
Written by Kora Gilman
Updated over a week ago

How Do I Add Additional Forms That Are Not Available on Glide to My Disclosure Packet?

Upload forms directly from your desktop, or use Glide's integrations with Docusign or zipForm to prepare your complete disclosure packet
Kora Gilman avatar
Written by Kora Gilman
Updated over a week ago

How Do I Re-send My Client an Invitation to Complete an Existing Disclosure Forms Packet?

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Written by Kora Gilman
Updated over a week ago