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.
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.
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.
How to Create an Email Alias:
To create an email alias, simply add a ‘+’ and the client's name after the username and before the domain name. For example, your clients are John and Mary Smith and their email is [email protected]
Main email (John's): [email protected]
Aliased email (Mary's): [email protected]
You can also choose to alias the primary email to make it more obvious who the signature will go to ([email protected] and [email protected]).