Reviewing & Managing Forms
Information for Agents, TC's and Assistants
9 articles in this collection
Written by Kora Gilman
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
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
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
Updated over a week ago
Where did my Docusign Envelopes go?
Written by Kora Gilman
Updated over a week ago
Updated over a week ago
How Do I Review The Seller's Responses?
Learn how to review the Seller's responses and request revisions
Written by Kora Gilman
Updated over a week ago
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
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
Updated over a week ago
How Do I Delete a Transaction or Form?
Glide allows you to archive transactions as well as permanently delete them
Written by Kora Gilman
Updated over a week ago
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
Updated over a week ago