Reviewing & Managing Forms

Information for Agents, TC's and Assistants

6 articles in this collection
Written by Kora Gilman

How To Monitor My Clients' Disclosure Packages

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

Written by Kora Gilman
Updated over a week ago

How to Use the Glide Auto-Splitter

Quickly split large files into separate PDFs.

Written by Kora Gilman
Updated over a week ago

How to Edit the Transaction Coversheet

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 to Split, Edit & Manage PDFs

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

Written by Kora Gilman
Updated over a week ago

How to 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 to Split a Disclosure Package

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

Written by Kora Gilman
Updated over a week ago