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  1. Side Support
  2. Side App
  3. Getting Started

Getting Started

  • Master Guide: Navigating the Side App
  • Master Guide: From Listing to Close
  • I’m new on Side App. How do I add a listing/offer on Side App?
  • Connecting Your Side Email to a Mobile Email App
  • How do I access my financial reports?
  • How can I edit an already sent envelope from the Side App?
  • How can I delete a transaction in Side App?
  • How can I update my phone number to auto-populate in my offers?
  • How do I send a reminder for the clients to sign?
  • When can I include a Lead Source? And how do I select one?
  • How do I add/update my profile photo in the Side App?
  • What do I have to do when I represent both buyer and seller?
  • Why can’t I delete this document?
  • What’s the difference between Active Documents versus Inactive Documents?
  • How do I add or remove a signature tag?
  • How do I upload a document into Side App?
  • How are documents pulled in the Side App?
  • Why can’t I proceed to the Documents section?
  • What does the Cover Sheet do?
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Resources

  • Helpful Links — Partners
  • Helpful Links — Associates
  • First 30 Days Guide

Tools

  • Workvivo
  • 360Learning

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