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Reviewing & Managing Forms

Reviewing & Managing Forms

Information for Agents, TC's and Assistants

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7 articles in this collection
Written by Kora Gilman

Where did my Docusign Envelopes go?

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Written by Kora Gilman
Updated this week

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!
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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
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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
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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
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Written by Kora Gilman
Updated over a week ago

How Do I Delete a Forms Packet or AVID?

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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
Kora Gilman avatar
Written by Kora Gilman
Updated over a week ago
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