Some documents need a signature from both the agent and the client. For those, you can set the signing order — which of the two signs first.
This is worth setting if your team has Transaction Coordinators drafting documents, so they do not have to wait for the agent's signature before sending documents to the client.
It only affects documents that require an agent and a client signature. A document only one party signs is unaffected.
Setting your default signing order
The default lives in your Contract Preferences, under Documents that require agent signature. See Contract Preferences.
A Team Admin can set it for every agent on the team in the team's contract preferences — see Setting Team Contract Preferences.
Changing the order on a deal
The preference is only your default. On any individual deal you can override it, and you do that from the gear icon — not while you are assigning the document.
Where the gear takes you depends on the deal:
Landlord deal — gear icon, then Edit Deal Settings.
Seller deal — gear icon, then Edit Listing Information.
Tenant deal — gear icon, then Edit Deal Options.
Buyer deal — the gear icon opens straight into the settings.
An offer or contract — the gear icon beside the deal status. Available to the listing agent and the buyer agent alike.
Then look for What order should documents be signed? and choose an option.
The two options are named after the roles on that deal, so the wording changes with the deal type — for example Clients and then Listing Agent on a landlord deal, or Buyer Agent and then Buyers on a buyer deal. Pick whichever names the party you want to sign first.
Can a client choose the order their documents are presented in?
No. Clients cannot choose the order in which their documents are presented for signature. Documents are signed in the order the tasks are displayed, with the documents needing a signature first.
Documents can be reordered within the email that goes out, but that does not change the signing order itself.
Signing order when working with an unrepresented buyer
If you are the listing agent working directly with an unrepresented buyer, turn on the working directly with the buyer setting on the deal. It is in the same place as the signing order — under the gear icon. It has to be on before you draft and save the form — turning it on afterwards will not change a document that is already Ready to Assign.
Two limits apply:
Signing order works only on the Jointly web form, not on an uploaded copy of the contract.
Signing order does not work on custom mapped forms — which is what a document assigned to an unrepresented buyer usually is.
If you need wet signatures, download the contract and sign it outside Jointly.
For the full process, see Working with Unrepresented Buyers.
A document is stuck waiting on another party
If a document sits waiting on the listing agent, or on any party who says they cannot sign, the cause is usually the signing order rather than a fault with the document.
Confirm the document is genuinely signable for that party, then:
Change the signing order on the deal from the gear icon, as above. That releases the document to the party who needs to sign now.
If that does not do it, delete the task and add it again, with the order already set.