Jointly

Clients that are designated as the Team Admin can add or remove and change the role of a user within their team.

How to Add, Remove and Manage Team Members

Learn how to create and manage the default documents for your team

Learn how to manage the timeline for your team.

Learn how to set Contract Preferences for the Team.

Learn how to create separate teams within Jointly.

Learn how to create email templates for your team

Learn how to set the document signing order between a client and an agent.

Learn how to create and manage your team member files

Learn how to collaborate with your team on Jointly.

Find answers and get help from Intercom Support and Community Experts

Link, Press control-option-right-arrow to exit

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

Try using different keywords or checking for typos.

Track the progress of all tickets related to your company.

{assigneeName} needs more information from you