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A Guide for Clients: How to E-Sign Offer Documents on Jointly
A Guide for Clients: How to E-Sign Offer Documents on Jointly
Step-by-step instructions on how to e-sign offer documents on Jointly.
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Written by Jointly Support
Updated over a week ago

How to E-Sign Offer Documents with Jointly

In this quick e-signing guide for clients, we'll cover:

If you're having issues e-signing your offer documents on Jointly, check our e-signing frequently asked questions.

Navigate to Jointly

1. When your agent sends your offer for signature, you'll receive an email from Jointly with a subject that reads "Action Required: Sign Your Offer" as seen below.

2. Open the email and click the Go to Jointly button.

Note: If you haven't yet created an account, you must access Jointly by clicking the Go to Jointly button in this email. You will not be able to create an account if you go directly to

3. You'll be redirected to Jointly where you can log in or create an account if you haven't already done so.

Sign the Offer Documents

4. Once you've logged in, click Sign Your Offer under the To-Do tab.

5. Click Initial Here on the document.

Note: The list of documents shown below will be dependent on your offer. You may have more or less documents to sign.

6. If this is your first time signing a document on Jointly, you'll need to set your digital signature and initials. If you've already done this, click here to skip ahead to step 10.

Set Your Digital Signature

7. You can draw or type your signature. Choose which you prefer by selecting the appropriate tab. Then, draw or enter your signature into the box.

8. Select the checkbox agreeing that the signature is legally binding. Press Next.

9. Draw or type in your initials. Press Adopt.

Note: If at any point you'd like to update your digital signature or initials, you can press Clear and then reenter them as you'd like them to appear.

Finish Signing the Documents

10. If there are multiple signature or initial fields on a document, Jointly will automatically scroll you to the next field until each one has been completed.

11. Press Save & Submit.

Note: If any signature or initial fields are missed, you'll be taken to the appropriate section. You will not be able to complete signing the document until all fields are completed.

12. If you need to sign multiple documents, the next document will automatically open for you to sign. Make sure to review and sign all the documents listed, not just the contract.

13. Once you've finished signing all the documents, you'll receive a message letting you know you're all set.

14. That's it! You've successfully signed your offer πŸŽ‰ You can now close Jointly or click View Offers Tab to view and track the status of your offer.

Important Note: If more than one person needs to sign the offer documents, make sure to sign out once the first signer has finished signing all the documents. The next signer must access the offer documents using the Go to Jointly button in the email they received in their inbox.

Check Your Outstanding Tasks

If you'd like to make sure you've completed signing your offer, follow the steps below.

15. Click the appropriate address listed under the Offers tab.

16. If you have no outstanding tasks, it will say "No tasks to complete" under the To-Do tab.

17. You can click Completed to see that you've successfully completed signing your offer. You will see a Sign Your Offer task under the Completed section.

E-Signing Frequently Asked Questions

Q: I never received an email from Jointly or my agent. Where can I find the email?

A: If you're unable to find the email from Jointly, the email may have gone to your spam folder or promotions tab. First, check your spam folder to make sure the email is not there. If you can't find the email in your spam folder, next check your promotions or updates tabs. If you're still unable to locate the email, contact your agent.

Q: When I try to create an account, I get an error to contact support. Why can't I create an account?

A: To create an account on Jointly, you'll need to access Jointly from the email sent by your agent. Open any email from Jointly and click the "Go to Jointly" button. From there, you'll be redirected to the Jointly sign up screen where you can finish completing your account.

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