Group 65
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Reviewing & Managing Forms
Reviewing & Managing Forms
Information for Agents, TC's and Assistants
7 articles in this collection
Written by
Kora Gilman
Where did my Docusign Envelopes go?
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!
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
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
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
Written by
Kora Gilman
Updated over a week ago
How Do I Delete a Forms Packet or AVID?
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