How to set up clients with only one email address
When you set up your clients in Jointly, you have to provide their contact information including their name and email address. When you do this, Jointly will automatically create an account for your client unless they already have one.
But what happens when you have two clients that share the same email address or a single person, like a Power of Attorney, representing two clients? This is where email aliases come into play.
Email address aliases
Many of the common email service providers (i.e. Gmail, Outlook, Yahoo) have a built-in capability that allows you to create an alternative version of the same email address. This allows you to use slightly different email addresses that funnel all messages to a single email inbox.
How to create an email alias:
To create an email alias, simply add a ‘+’ and a number after the username and before the domain name. For example:
Main email: [email protected]
Aliased email: [email protected]
Any email sent to the aliased email will be forwarded to the same email inbox. Additionally, you can always organize your inbox to separate the messages sent to each alias to keep things tidy.
Email Aliases in Jointly
There are a few circumstances where using an email alias may come in handy on Jointly:
Clients sharing an email address:
Scenario: You have two clients who share the same email address, but you want them to sign documents separately from each other.
Solution: For your first client, use their email address and for your second client, use an aliased email address. Each client will receive personalized email messages with a direct link to their deal, so it's important to keep these messages separate from each other by using an email alias.
A Power of Attorney (POA) representing multiple clients:
Scenario: You have someone representing two separate parties as a Power of Attorney. In this case, the individual will need to sign documents for both clients in Jointly.
Solution: When setting up your clients, use a different alias based on the Power of Attorney's email address for each of the clients they are representing. The Power of Attorney can then sign in and complete documents on behalf of each client while still using a single email address.