Reviewing & Managing Forms | Glide Help Center

Reviewing & Managing Forms

Information for Agents, TC's and Assistants

10 articles in this collection
Written by Kora Gilman

How Can I Use Glide to Edit and Manage the PDFs in a Disclosure Packet?

Once you try out Glide's PDF editing tools, you'll never have to use another PDF editor; everything can be done from within your account!

Written by Kora Gilman
Updated over a week ago

What are Transaction Coversheets?

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

Written by Kora Gilman
Updated over a week ago

How Does Collaborative Commenting Work?

Agents and their team members can comment directly within the question to direct the seller on how to answer the question.

Written by Kora Gilman
Updated over a week ago

Where did my Docusign Envelopes go?

Written by Kora Gilman
Updated over a week ago

How Do I Review The Seller's Responses?

Learn how Agents and TCs review Seller's responses prior to generating final PDFs in zipForm

Written by Kora Gilman
Updated over a week ago

How Do I Set-Up Transaction Reminders?

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

Written by Kora Gilman
Updated over a week ago

How Can I Direct the Seller to Revise an Answer?

Agents can send their Sellers links to specific questions so Sellers can easily revise their answers

Written by Kora Gilman
Updated over a week ago

My Forms Did Not Update Inside of zipForm. How Do I Update the Forms?

If a seller revises their answers, you still need to regenerate the forms for the updates to appear inside of your zipForm file

Written by Kora Gilman
Updated over a week ago

How Do I Delete a Forms Packet or AVID?

Written by Kora Gilman
Updated over a week ago

How Do I Check My Client's Progress?

Agents and TCs will be notified throughout the entire transaction process & can check the status of the packet within Glide

Written by Kora Gilman
Updated over a week ago