Reviewing & Managing Forms | Glide Help Center

Reviewing & Managing Forms

Information for Agents, TC's and Assistants

9 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 to review the Seller's responses and request revisions

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

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

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