What would you like help with?

Examples/tutorials

E-mail automation

1 article

Full examples

Tutorials showing how to setup simple workflow systems

3 articles

Setting up

Help for when you are first setting up your Glide system

1 article

Staff allocation

3 articles

Common workflow dilemmas

5 articles

How to?

Admin

15 articles

Client data

13 articles

Contacts

3 articles

Dashboards

5 articles

E-mail and SMS

15 articles

Excel import

3 articles

Fee info

How to use the fee info fields

1 article

Getting started

6 articles

Glide scheduler

1 article

Glide time

9 articles

Linked clients

3 articles

Reporting

4 articles

Workflow configuration

22 articles

Positions, job holder and the pool

9 articles

FAQs

Client data

2 articles

E-mails and SMS

1 article

Glide Time

1 article

Glide Workflow

12 articles

UK workflow templates

5 articles

User management

3 articles

Terminology

Widgets

Every dashboard widget explained

12 articles

Workflow actions

34 articles

Definitions

20 articles

Other terminology

12 articles

Integrations

API / Zapier

Integrating other services and products with Glide

5 articles

CCH connector

4 articles

Digita connector

5 articles

MyDocSafe

Our document, portal and E-signature module, powered by MyDocSafe.

1 article

Setup help

4 articles

Slack

2 articles

Webhooks

3 articles

Xero

6 articles

Xero (V1 - deprecated)

These articles refer to our Xero private app connection - active up to May 2020.

1 article