Jointly

Learn how to upload documents with customized fields and save them as templates for future use.

Uploading Documents & Document Templates

Learn how to download one document or multiple documents and reorganize them in a specific order.

Downloading Documents

How to change a document that has already gone out — the pencil while the task is in progress, Edit Document once it is completed, and Map Fields to strike…

How to Edit a Document

Learn how to rename an uploaded document or a completed document.

Renaming Documents in Jointly

Learn how to separate pages when you upload a document.

How to Split Pages in a Combined Document

Change a document to complete it the way you need to.

Manually Control a Task

How to mark a task that is "In Progress" completed.

Mark a Task Completed

Sara Guerrero

Managing Documents

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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.

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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.

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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.

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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.

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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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