# Jointly Help Center

> Help center for Jointly

## Jointly 101

- [Jointly 101 Training Videos](https://help.jointly.com/en/articles/8699013-jointly-101-training-videos.md): Watch comprehensive training videos that cover purchase and lease transactions.
- [Navigating Deals in Jointly](https://help.jointly.com/en/articles/8063155-navigating-deals-in-jointly.md): Learn how to create and navigate through your deals in Jointly
- [Task and Document Flow](https://help.jointly.com/en/articles/8103310-task-and-document-flow.md)
- [How to Add Existing Deals in Jointly](https://help.jointly.com/en/articles/8828181-how-to-add-existing-deals-in-jointly.md): Learn how to add deals that were started outside of Jointly to your Jointly account.
- [Cooperation on Jointly](https://help.jointly.com/en/articles/8103437-cooperation-on-jointly.md)
- [Client Experience](https://help.jointly.com/en/articles/8104357-client-experience.md)
- [A Guide for Clients: How to E-Sign Documents on Jointly](https://help.jointly.com/en/articles/5899788-a-guide-for-clients-how-to-e-sign-documents-on-jointly.md): Step-by-step instructions on how to e-sign offer documents on Jointly.
- [Working with your transaction coordinator on Jointly](https://help.jointly.com/en/articles/6387778-working-with-your-transaction-coordinator-on-jointly.md): Learn how to work with your transaction coordinator on Jointly.
- [Jointly Support](https://help.jointly.com/en/articles/8104237-jointly-support.md): Learn how to locate Jointly Support.
- [Best Practices for Submitting Offers](https://help.jointly.com/en/articles/9131497-best-practices-for-submitting-offers.md): Learn how to submit an offer to the listing agent.

## FAQs

- [Frequently asked questions](https://help.jointly.com/en/articles/8059722-frequently-asked-questions.md)
- [Did My Client Receive a Notification?](https://help.jointly.com/en/articles/8121732-did-my-client-receive-a-notification.md): Where to find if a notification was sent to a participant.
- [How to Update Your E-Signature](https://help.jointly.com/en/articles/8149157-how-to-update-your-e-signature.md): Change your signature to sign documents with the correct name.
- [Certificates of Authenticity for Electronic Signatures](https://help.jointly.com/en/articles/7438141-certificates-of-authenticity-for-electronic-signatures.md): Learn how to print a certificate for e-signatures.
- [Email Documents](https://help.jointly.com/en/articles/10040786-email-documents.md): Learn how to send documents to recipients
- [Archive a Deal / Unarchive a Deal / Delete a Deal](https://help.jointly.com/en/articles/12429321-archive-a-deal-unarchive-a-deal-delete-a-deal.md): Learn how to remove a deal from your pipeline by archiving or deleting the deal. Learn how to unarchive a deal.

## Getting Started with Jointly

- [How to sign up for a Jointly account](https://help.jointly.com/en/articles/6172999-how-to-sign-up-for-a-jointly-account.md): Learn how to sign up and create a Jointly account as an agent, brokerage, transaction coordinator, or client.
- [Setting Up Your Profile](https://help.jointly.com/en/articles/5725258-setting-up-your-profile.md): Update your profile settings and preferences to get the most out of Jointly.
- [Navigating Jointly](https://help.jointly.com/en/articles/5644301-navigating-jointly.md): Learn how to navigate and get around the Jointly platform.
- [Contract Preferences](https://help.jointly.com/en/articles/8452285-contract-preferences.md): Update your contract preferences to have the most efficient contract drafting experience.

## Managing Clients

- [Jointly Messaging Center](https://help.jointly.com/en/articles/5899755-jointly-messaging-center.md): Learn how to send an email message and/or text, send attachments, insert email templates and email signatures.
- [Clients Sharing the Same Email](https://help.jointly.com/en/articles/6387784-clients-sharing-the-same-email.md): Learn how to work with clients that share the same email address or a Power of Attorney representing both clients with one email address.
- [How to Manage Participants and Contacts on a Deal](https://help.jointly.com/en/articles/9007843-how-to-manage-participants-and-contacts-on-a-deal.md): Learn how to add or remove participants and contacts to your deals and view messages sent

## Managing Listings

- [How to Share Your Jointly Listing on the MLS](https://help.jointly.com/en/articles/7258567-how-to-share-your-jointly-listing-on-the-mls.md)
- [How to Update Your MLS in Jointly](https://help.jointly.com/en/articles/9072468-how-to-update-your-mls-in-jointly.md): Learn how to update your MLS to a new listing ID or refresh your listing in Jointly
- [How to Change Which Client Completes Disclosures](https://help.jointly.com/en/articles/8542404-how-to-change-which-client-completes-disclosures.md): Choose which seller will complete documents.
- [The Listing Portal](https://help.jointly.com/en/articles/6273560-the-listing-portal.md): Learn how to customize and edit your listing's Offer Portal.
- [Setting Up Your Listing](https://help.jointly.com/en/articles/6271068-setting-up-your-listing.md)
- [How to start receiving offers](https://help.jointly.com/en/articles/6273642-how-to-start-receiving-offers.md): Learn how to receive offers through Jointly.
- [How to present an offer](https://help.jointly.com/en/articles/6094126-how-to-present-an-offer.md): Learn how to present and share an offer with your client.

## Managing Offers

- [How to Reopen an Offer](https://help.jointly.com/en/articles/6094035-how-to-reopen-an-offer.md): Learn how to reopen a previously rescinded offer.
- [Timeline View](https://help.jointly.com/en/articles/6749011-timeline-view.md): Learn how to use and benefit from the timeline view.
- [Understanding Task Statuses](https://help.jointly.com/en/articles/6319083-understanding-task-statuses.md): Learn more about task statuses and how they can help you quickly navigate your transactions.
- [How to Manually Change the Status of an Offer or Application/Lease](https://help.jointly.com/en/articles/8834875-how-to-manually-change-the-status-of-an-offer-or-application-lease.md): Learn how to manually change the deal status to move your deal along!
- [Working with Unrepresented Buyers](https://help.jointly.com/en/articles/9498304-working-with-unrepresented-buyers.md): How to create an offer on your listing for an unrepresented buyer
- [Working with Unrepresented Sellers](https://help.jointly.com/en/articles/9503629-working-with-unrepresented-sellers.md): How to send an offer to an unrepresented seller
- [How to start an offer](https://help.jointly.com/en/articles/6140074-how-to-start-an-offer.md): Learn how to start drafting an offer using Jointly.
- [How to draft an offer](https://help.jointly.com/en/articles/6329503-how-to-draft-an-offer.md): Learn how to draft and offer in minutes on Jointly.
- [What happens when I submit an offer?](https://help.jointly.com/en/articles/6330799-what-happens-when-i-submit-an-offer.md): Learn what happens when you submit an offer to a listing agent whether they have a Jointly account or not.
- [How to Invite an Agent to Resubmit an Offer](https://help.jointly.com/en/articles/6098730-how-to-invite-an-agent-to-resubmit-an-offer.md): Learn how to invite an agent to resubmit an offer on your listing.
- [How to Accept an Offer](https://help.jointly.com/en/articles/6098679-how-to-accept-an-offer.md): Learn how to accept an offer on Jointly.
- [How to Reject an Offer](https://help.jointly.com/en/articles/6098701-how-to-reject-an-offer.md): Learn how to reject an offer on Jointly.
- [How to rescind an offer](https://help.jointly.com/en/articles/6094001-how-to-rescind-an-offer.md): Learn how to rescind an offer on a property.
- [How to Clone and Resubmit an Offer](https://help.jointly.com/en/articles/6094012-how-to-clone-and-resubmit-an-offer.md): Learn how to clone or duplicate an offer as a draft.
- [How to archive an offer](https://help.jointly.com/en/articles/6252761-how-to-archive-an-offer.md): Learn how to archive offers to keep your deals organized.
- [Amend a Contract](https://help.jointly.com/en/articles/7727184-amend-a-contract.md): How to add an amendment
- [What Happens When I Receive an Offer?](https://help.jointly.com/en/articles/6273648-what-happens-when-i-receive-an-offer.md): Learn what happens when a buyer's agent submits an offer on your listing through Jointly.
- [How to Create a Commission Disbursement Agreement \(CDA\) or Lease Invoice](https://help.jointly.com/en/articles/8590058-how-to-create-a-commission-disbursement-agreement-cda-or-lease-invoice.md): Learn how to create a CDA or Lease Invoice, send to broker for signature and email completed copy to your escrow agent.
- [How to Update the Deal Status](https://help.jointly.com/en/articles/6094064-how-to-update-the-deal-status.md): Learn how to update the deal status to Executed, Closed, Terminated, Withdrawn, Submitted or Rejected.

## Team Preferences & Management

- [How to Add, Remove and Manage Team Members](https://help.jointly.com/en/articles/7938292-how-to-add-remove-and-manage-team-members.md): Clients that are designated as the Team Admin can add or remove and change the role of a user within their team.
- [Setting Team Scenarios, Default Documents & Tasks](https://help.jointly.com/en/articles/8671925-setting-team-scenarios-default-documents-tasks.md): Learn how to create and manage default documents for different transaction scenarios for your team
- [Setting Team Timeline Key Dates](https://help.jointly.com/en/articles/8751463-setting-team-timeline-key-dates.md): Learn how to manage the timeline for your team.
- [Setting Team Contract Preferences](https://help.jointly.com/en/articles/8066822-setting-team-contract-preferences.md): Learn how to set Contract Preferences for the Team.
- [Creating Your Teams](https://help.jointly.com/en/articles/8766684-creating-your-teams.md): Learn how to create separate teams within Jointly.
- [Setting Team Email Templates](https://help.jointly.com/en/articles/8751565-setting-team-email-templates.md): Learn how to create email templates for your team
- [How to Set Document Signing Order](https://help.jointly.com/en/articles/8886895-how-to-set-document-signing-order.md): Learn how to set the document signing order between a client and an agent.
- [Managing Team Member Files](https://help.jointly.com/en/articles/9019587-managing-team-member-files.md): Learn how to create and manage your team member files

## Leases

- [Jointly Leases FAQ](https://help.jointly.com/en/articles/6981266-jointly-leases-faq.md)
- [How to Set up Your Lease Listing + Screening](https://help.jointly.com/en/articles/6986648-how-to-set-up-your-lease-listing-screening.md)
- [Set up Receiving Account](https://help.jointly.com/en/articles/6986636-set-up-receiving-account.md)
- [Start Lease](https://help.jointly.com/en/articles/6986613-start-lease.md)
- [Draft Lease](https://help.jointly.com/en/articles/6345746-draft-lease.md)
- [Balance](https://help.jointly.com/en/articles/8055228-balance.md)
- [Lease Help Articles](https://help.jointly.com/en/articles/8137651-lease-help-articles.md)
- [Fraud Alerts & Freezes on Tenant Screening Reports](https://help.jointly.com/en/articles/8470684-fraud-alerts-freezes-on-tenant-screening-reports.md): Learn what happens if you process a screening report for a prospective tenant that has their credit frozen or fraud alerts enabled.
- [Working with Unrepresented Tenants](https://help.jointly.com/en/articles/9507987-working-with-unrepresented-tenants.md): Learn how to send unrepresented tenants an application or a lease to sign
- [Tenant Screening Process](https://help.jointly.com/en/articles/13217706-tenant-screening-process.md): Learn how tenants complete the screening, what notifications are sent and troubleshooting a report.

## Compliance Review

- [Add a Note to a Document Sent for Compliance Review](https://help.jointly.com/en/articles/8016981-add-a-note-to-a-document-sent-for-compliance-review.md)
- [Withdraw a Document Sent for Compliance Review](https://help.jointly.com/en/articles/8016977-withdraw-a-document-sent-for-compliance-review.md)
- [Review a Document Sent for Compliance Review](https://help.jointly.com/en/articles/8017090-review-a-document-sent-for-compliance-review.md): Approve or reject a document sent for review.
- [Guided Compliance Review](https://help.jointly.com/en/articles/9617577-guided-compliance-review.md): Guide agents through the review process with Jointly's document checklist

## Jointly Onboarding

- [Adding Your Agent Roster](https://help.jointly.com/en/articles/8066747-adding-your-agent-roster.md): Learn how to add Agents and Transaction Coordinators to your Team.
- [Team Document Templates](https://help.jointly.com/en/articles/8066838-team-document-templates.md): Learn how to create custom document templates for your team.

## Troubleshooting

- [My Client is Not Receiving Email Notifications or Email is Invalid](https://help.jointly.com/en/articles/5899682-my-client-is-not-receiving-email-notifications-or-email-is-invalid.md)
- [How to hard refresh your browser](https://help.jointly.com/en/articles/5878090-how-to-hard-refresh-your-browser.md): Learn how to resolve performance issues by doing a hard refresh of your browser.

## Managing Documents

- [Uploading Documents & Document Templates](https://help.jointly.com/en/articles/7967751-uploading-documents-document-templates.md): Learn how to upload documents with customized fields and save them as templates for future use.
- [Downloading Documents](https://help.jointly.com/en/articles/7992683-downloading-documents.md): Learn how to download one document or multiple documents and reorganize them in a specific order.
- [How to Edit or Redline a Document](https://help.jointly.com/en/articles/6252864-how-to-edit-or-redline-a-document.md): Learn how to edit a client or offer document in Jointly.
- [Renaming Documents in Jointly](https://help.jointly.com/en/articles/8882116-renaming-documents-in-jointly.md): Learn how to rename an uploaded document or a completed document.
- [How to Split Pages in a Combined Document](https://help.jointly.com/en/articles/9553189-how-to-split-pages-in-a-combined-document.md): Learn how to separate pages when you upload a document.
- [Manually Control a Task](https://help.jointly.com/en/articles/10512816-manually-control-a-task.md): Change a document to complete it the way you need to.
- [Mark a Task Completed](https://help.jointly.com/en/articles/10589923-mark-a-task-completed.md): How to mark a task that is "In Progress" completed.

## Message Center

- [Email Templates & Signatures](https://help.jointly.com/en/articles/8371273-email-templates-signatures.md): How to create email templates for agents and teams as a Jointly Pro or Business Partner.
- [Notification Smart Fields](https://help.jointly.com/en/articles/8371274-notification-smart-fields.md): Learn how to use Jointly Smart Fields within notifications.

## Supported Documents

- [Document Library - Texas](https://help.jointly.com/en/articles/9750667-document-library-texas.md)
- [Document Library - Arizona](https://help.jointly.com/en/articles/9750722-document-library-arizona.md)