Jointly

Agents and Compliance Managers can add notes to documents submitted for review, to pass on information the other side needs.

Open the document you want to add a note to.

Click the note icon and add your note.

1. Open the document you want to add a note to.
2. 
 Click the note icon and add your note.

The note then shows under the Document Notes section. Use the three vertical dots to unpin or delete it.

<a href="https://help.jointly.com/en/articles/16994924-reviewing-documents-as-a-compliance-manager">Reviewing Documents as a Compliance Manager</a> — approving and rejecting, and the note that goes with a rejection.

<a href="https://help.jointly.com/en/articles/8016977-withdraw-a-document-sent-for-compliance-review">Withdraw a Document Sent for Compliance Review</a>

<a href="https://help.jointly.com/en/articles/16994928-submitting-documents-for-compliance-review">Submitting Documents for Compliance Review</a>

- <a href="https://help.jointly.com/en/articles/16994924-reviewing-documents-as-a-compliance-manager">Reviewing Documents as a Compliance Manager</a> — approving and rejecting, and the note that goes with a rejection.
- <a href="https://help.jointly.com/en/articles/8016977-withdraw-a-document-sent-for-compliance-review">Withdraw a Document Sent for Compliance Review</a>
- <a href="https://help.jointly.com/en/articles/16994928-submitting-documents-for-compliance-review">Submitting Documents for Compliance Review</a>

Add, pin or delete a note on a document submitted for compliance review.

Add a Note to a Document Sent for Compliance Review

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Add a Note to a Document Sent for Compliance Review

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