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.

Learn how to edit a client or offer document in Jointly.

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

Learn how to separate pages when you upload a document.

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

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

Find answers and get help from Intercom Support and Community Experts

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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.

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