Jointly

Short answers to common questions, each linking to the full article.

Frequently asked questions

Where to find if a notification was sent to a participant.

Did My Client Receive a Notification?

Change your signature to sign documents with the correct name.

How to Update Your E-Signature

Learn how to print a certificate for e-signatures.

Certificates of Authenticity for Electronic Signatures

Learn how to send documents to recipients

Email Documents

Learn how to remove a deal from your pipeline by archiving or deleting the deal.  Learn how to unarchive a deal.

Archive a Deal / Unarchive a Deal / Delete a Deal

Cancel your plan or switch to a smaller one from Billing, and what happens afterwards.

How to Cancel or Change Your Jointly Plan

Jointly Support

Sara Guerrero

Frequently asked questions about the Jointly platform.

FAQs

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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