Whether you need to update a term on a contract or correct a typo on the Listing Agreement, you can easily edit documents when you need to.

You can edit documents that you’ve completed drafting and have marked complete, documents assigned to your client, and even documents you’ve already sent to the listing agent.

There are two ways you can start editing a document in Jointly:

1. To edit a document you’ve completed drafting or one that you’ve sent to your client for signature, navigate to your “Next Steps” or “Tasks” depending on which document you’d like to edit. What’s the difference between Next Steps and Tasks?

2. Alternatively, you can navigate to the Documents or Contract tab to find the document you’d like to edit. Click the three dots to the far right of the document, then select Edit document. You can also click into the document and press the pencil icon in the top right corner to start editing. Skip ahead to step 6.

3. Find the document you’d like to edit in the list of tasks.

Note: The document you’d like to edit may be located under your client’s tasks if it’s already been sent to them for signature. It may also be located under the “Completed” section dropdown if you or your client have already completed reviewing and/or signing the document.

4. Click into the document task. If there are multiple sections listed, choose which section you’d like to edit.

5. In the top right corner, select the pencil icon to start editing.

6. Press “OK” to confirm you’d like to edit the document.

Note: If there are any signatures on the document, these will be cleared when you start editing the document. Once you’ve finished editing, the document will automatically be resent to your client for signature if they need to resign.

7. Find the term or terms you’d like to edit, then press “Save.”

8. You’ll have a chance to review the edited document. Once you’ve reviewed the edits, click “Mark as Done.”

9. If applicable, the updated document will automatically be resent to your client to sign.