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Reviewing & Managing Forms

Reviewing & Managing Forms

Information for Agents, TC's and Assistants

7 articles
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Written by Kora Gilman

How to Schedule the AVID Invite to Send at a Later Time

Help your agents stay organized by sending out forms when needed
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Written by Kora Gilman. Updated over a week ago

How To Monitor My Clients' Disclosure Packages

Track package status, review answers, and provide feedback to your clients
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Written by Kora Gilman. Updated over a week ago

How to Use the Glide Auto-Splitter

Quickly split large files into separate PDFs.
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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
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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
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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!
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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.
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Written by Kora Gilman. Updated over a week ago
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