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Accepting GIC invitation

Steps to create your free GIC account as a client.

Updated over a month ago

Step by Step Guide:

1. When you receive from an email invitation from your agent click on the "Accept Invitation" button to create your FREE GIC account.

2. Create a password.

3. Click "Join Workspace"

4. Click "Go to Dashboard"

5. This will drop you into your home dashboard.

6. Here you will see "All Documents", "Signable Documents", "Transactions", and Your Dates and Deadlines when you are under contract.

7. Click on "Configure" to customize your home dashboard.

8. If you scroll down you will see a calendar view of your dates and deadlines once you are under contract.

9. You can select which widgets you would like to see.

10. Click "My Agents" to see the agents you are working with and the groups you are a part of.

11. Click "Documents" to view all your documents.

12. Click "Transactions" to view your transactions.

13. Click on the link to the transaction to go into the transaction page.

14. Here you can see your dates and deadlines when you are u/c, sign documents, and upload any documents you would like regarding this property.

15. Click on your name at the top to view your profile.

16. Add your information under "Profile".

17. Click "Signature" to update your signature you use for signing.

18. Click "Email" to add an email signature or change your email if needed.

19. Click "Change Password" to update your password if needed.

20. Click on any document to open and sign if needed.

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