Successfully setting up client deals and drafting documents is the building block of your Jointly experience. You'll find three different types of tasks as you navigate Jointly:
Documents
Set Up
Upload
How do I manage my tasks?
How do I add a document to my task list?
Select the ADD DOCUMENT button at the bottom of the page, and either choose the task from the forms library or upload your own custom document. You can learn more about custom documents here.
How do I edit a document?
Editing clears the signatures. Every signature already collected on that document is removed, and everyone who signed has to sign again. That is true whichever route you take, and whether the document is part-signed or complete.
You can edit a document at two points in its life.
While it is still in progress
Hover over the task in your list and click the Edit (pencil) icon on the right. This works before anyone has signed, and also once some of the signers have signed and others have not.
Once it is complete
There are two routes:
From the Tasks tab — open the Completed group, find the document and click the Edit icon on its row.
From the Documents tab — click the three dots beside the document and choose Edit Document. This is the route we recommend, because you can find any document on the deal from there, completed or not.
You can learn more about editing documents here.
How do I delete a task?
Hover over the task in your list and select the Trash Can icon to the right.
What happens after I finish drafting?
Once you have completed drafting your document task, you can assign it to your client or another party and send it to them.
Documents selected from the forms library do not need any special action to map out where the fields are, including initials and signatures — that is already done for you.
Once a document task is assigned, it appears in the recipient's task list to complete. As each party is assigned to the task, the flow continues until the document is complete. You will find completed documents in Representation, Offer or Contract Documents.
How do I know if I have outstanding tasks?
When you have tasks still to complete, a red bubble with a number appears on your task list showing how many are outstanding.
How do I check my client's progress?
Once you have assigned tasks to your client, select the View As tab with their name at the top of the task list to see the deal as they see it, and how far they have got.
