You can email anyone through Jointly and attach documents as PDF attachments, whether they are a participant on a deal or an outside party.
Email from the Documents Page
Navigate to the Documents page in your deal and select the document(s) to send. Once the document(s) are selected, the email option will appear at the bottom of the screen.
Confirm the file name, select if you want to include the e-signature certificates and how you want your file downloaded. Click the Next button.
If you selected to download a combined file, you can choose the order of the documents by clicking on the two horizontal lines and dragging the documents. Click the Attach button.
A drop-down list will appear to choose participants that are on the deal. You can select from that list or type in another email address.
Refer to the Jointly Messaging Center to learn how to insert pre-saved templates, signatures and smart fields.
Email Documents Directly to your Jointly Deal
Representation Documents
Once you have created your deal and entered the client and/or property information, navigate to the Representation Documents page and copy the link located under the Representation Documents heading as shown below.
Paste the link into your email. Attach the PDF documents in the email and send. The documents should appear in your Representation Documents folder within a couple of minutes (you may need to refresh your browser to see them).
Offer/Contract/Application/Lease Documents.
If you need to email offer or lease documents, you will first need to create the offer or application (depending on the deal type) if you haven't already. Select the + icon next to the offer or application tab to start the deal.
Enter the necessary information to create the deal. Navigate to the Offer/Application/Contract/Lease Documents folder (depending on deal type and if you have executed the deal). Copy the link at the top of page located under page heading as shown below.
Paste the link into your email. Attach the PDF documents in the email and send. The documents should appear in your Offer/Contract/Application/Lease Documents folder within a couple of minutes (you may need to refresh your browser to see them).