Jointly creates compliance checklists for team members based on the team default documents and answers to property specific questions.
To start using the Guided Compliance Review, an Admin on the team needs to select the Guided Compliance Review in the Team Contract Preference Settings for Document Review. There must also be a Reviewer role assigned to the deal.
Submitting Representation Documents
The representation documents compliance checklist is created from your team default documents.
Navigate to the Representation Documents page and Click Submit for Review.
If you have any incomplete documents, you will see this notice.
If all documents have been completed, you will be prompted to notify your reviewer and include a note if you wish. Click Submit.
The documents will show Pending Review until they have been Approved or Rejected.
Submitting Contract Documents
The contract document checklist is created by your team default documents and the property specific questions answered on the contract document. The offer status must be executed in Jointly to submit for review.
Navigate to the Contract Documents page and click Submit for Review
If you uploaded a contract not completed in Jointly, you will be prompted to answer the questions relating to the contract details.
A list of placeholders for the required documents you need to provide will appear. This list is based on your answers to the contract information in addition to the default documents your brokerage requires.
Once all required documents have been added to the placeholders, click Submit for Review. A window will pop up where you can choose to notify the reviewer and add a note. Click Submit.
You will now see the document status for each document is Pending Review unless you have requested an exemption.
Request an Exemption
If there is a listed document that is not necessary for your deal, you can request an exemption.
Click the required document and select "Request Exemption".
Add a note for why you are requesting the exemption and Save.
This will change the status of the document placeholder from Required to Exemption Requested.
Attaching a Document from the Checklist
If you need to upload a required document and haven't competed the upload requirement from the Task page...
Click on the placeholder requirement.
Select Attach File and upload the document
The document will now appear on the list and the required status will be gone.
Draft a New DocumentIf you need to create a new required document that you don't have:
1. Click on the placeholder requirement
2. Select "Draft New".
This will open up the document webform in your Contract Task page for you to complete.
After completing, you will need to assign the document to your clients and then submit to the other agent or party for signatures. If all parties sign in Jointly, the document will automatically appear in your Contract Documents and the requirement will be completed. Otherwise, you will need to upload the copy.
Add a Document and Select Type to Meet Requirement
If you add a document from the Add Document button, you will need to select the document type to have it appear in the required documents list.
Click the Add Document button and upload the document from your computer
Be sure the Map box is not checked if you don't need to map any signatures or other fields to the document.
The document will show in your Inbox folder in the Documents page until it is cateogorized.
Click on the document to open it and then click Select document type to see the list of documents to choose from. You can scroll through the list or start typing in the name to search for the document.
Click the checkmark once you've selected the correct document.
Now you will see the document has moved from the Inbox folder to the placeholder in your checklist.
Selecting the document type will also archive an open task for that document and remove it from your tasks page.
