How do I Upload a Document?
Jointly currently provides a forms library that includes all state forms for both Texas and Arizona. For simple document drafting of these forms you will not need to map fields. If you are needing to upload a document and map custom fields, follow the directions below.
Only PDFs can be mapped. You can upload other file types, but you will not be able to place fields on them.
To upload a document, click the +Add Document button from a tasks page.
Select Upload documents and browse your computer for the document(s) to add then click the Upload button.
Each document you upload has a Map checkbox, and it starts unchecked. Tick it if you need to place fields on the document — initials, signatures and so on. Leave it unchecked to save the document to your file as completed.
If you have selected to map the document, it will now show in the Draft status folder of your task list. Click the document to open it and begin mapping fields.
The mapping experience will allow you to add fields to the document. You can move and resize the fields. Click and drag the field to the desired position with the arrows.
Once a field is in the desired position, assign the field to a participant of your deal by selecting their name on the right panel. Once a field is assigned to a participant of the deal, the field color should change to match the color of the participant on the right panel.
Once you have mapped all of the desired fields, select Save in the upper right.
You will have the option to adjust visibility of the document for participants.
The task will now be ready for you to review, and if applicable for you to complete any fields assigned to you.
Once you have reviewed and completed any fields assigned to you and marked the document ready, the document will be available to assign to your client or cooperating party.
I forgot to tick Map — do I have to upload the document again?
No. Leaving the box unchecked is not final. The document is saved to your file as completed, and you can add fields to it afterwards with Map Fields: open the document, or tick it in your documents list, and click Map Fields. It becomes a custom document that you can map, and strike through, in the usual way.
How do I Map Smart Fields to an Uploaded Document?
Smartfields are Jointly data points that you can map out on your uploaded documents. These data points include information such as participant names, addresses, and key terms, helping to save you time and reduce errors. Located at the top ribbon, simply select the field you want to insert, and you're done.
How do I Auto Map an Uploaded Document?
Jointly's automap feature allows you to save time when uploading certain TXR and TREC documents that were partially executed outside of Jointly, and that your client needs to sign.
Located on the top ribbon of the uploaded document experience, first select the document you are mapping and then the platform will automatically place the initial and signature fields for you. It's important to note that you don't need to remove signature fields for participants who are not part of the deal. Be sure to review the document to confirm that everything looks good.
How do I Clone Signature and Initial Fields?
You can clone signature and initial fields. The cloned fields will be placed in the same position on the selected pages of your document. This process makes the custom document experience efficient and saves you time with mapping.
To do this, place your initial or signature field exactly where you want it. Next, select the Clone button on your bottom right panel. You can select the pages to which you want to clone the field. Be sure to review the document to confirm that everything looks good.
How do I add Date Fields?
When you place signature fields on a document, a date field will be included and assigned to the person the signature field is assigned to.
Another option would be adding a date field, placing it where desired, and then selecting the autofill option on the right panel. This will populate the date of the last person signing the document.
How do I Remove/Replace Text on a Document?
To remove existing text, add the strikethrough and place it over the existing text. Choose "white" color in the right column and "extra heavy" weight. This will place a white box over the text that will appear blank in the final copy.
To replace the text, add a text field over the white box and enter your text.
How do I Save an Uploaded Document as a Template?
Uploading documents to add custom fields can be done in any deal, however if you wish to save that document as a template for future use, it will only be available in future deal types that are the same in which it was originally created. Ex., If a template is added to a Seller deal, it will not be available on a Buyer deal or on a deal once it advances to an Offer deal.
Upload and map your document as outlined in the steps above.
Select the file icon in the upper right before saving the document.
Jointly asks Where would you like to save this template? Choose My Templates to keep it to yourself, or Team Templates to share it with a team.
If you chose Team Templates, pick the team from the list. Then click Save.
Can I keep a template just for myself?
Yes — that is what My Templates is for, and it is the normal case. A template saved there is available to you on future deals and to nobody else.
Team Templates only appears if you are part of a Jointly Business partnership. If you are not, your templates are saved to My Templates.
If you already have a template with the same name, Jointly asks you to confirm before saving.
Depending on your plan, saving a template may prompt you to upgrade first.
For sharing a template with your whole team and how they find it afterwards, see Team Document Templates.
Can I add documents by email?
Yes, on Pro and Business accounts. Each section of a deal has its own email address, and anything sent to it is uploaded there.
Open the Documents tab of the section you want the files to land in.
Under the heading you will see Upload files by sending an email to followed by that section's address.
Use the copy icon next to it to copy the address.
Email or forward your files to it as attachments.
The address is per section, not per deal. Representation, an offer and a lease each have their own, so copy the one from the section where you want the files to land.
Who can send files to that address?
Anyone who has it. Jointly does not check who the email came from — the address itself is the key. So if you forward it or paste it where others can see it, anyone holding it can add files to that section.
Whoever sends them, the files arrive with your access, as though you had uploaded them. And if something goes wrong, you get the error notification, not the person who sent the email.
I emailed files and nothing arrived
Up to 10 attachments per email. Send more than that and none of them arrive — split them across several emails.
A section stops accepting emailed files once it holds 100 files. At that point nothing from an email is accepted; upload from the Documents tab instead.
Individual files Jointly cannot accept are dropped, and the rest of the email still goes through.
You will get a notification telling you what failed.