File agreement PDFs in Joymore
Bring original Outlook agreement PDFs into Joymore intake
When agreement PDFs arrive in Outlook
What Joy does
Bring original agreement PDF attachments from the selected external Outlook mailbox into normal Joymore classification and routing.
Who it's for
Transaction coordinator or operations lead
During setup
Joy will help you:
- Choose the personal Outlook folder and a narrow agreement-message rule.
- Choose whether recent initial messages are skipped or reviewed for intake.
- Choose exact file-matching identifiers, an intake reviewer, and duplicate checks.
Joymore is transaction management software for real estate brokerages. It reads every file on arrival and runs compliance review with no work required from agents.
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