File signed packets in Joymore
File completed DocuSign packet documents on the matched Joymore transaction
When a DocuSign packet completes
What Joy does
Retrieve completed DocuSign packet documents for the confidently matched transaction and leave uncertain matches for review.
Who it's for
Transaction coordinator or operations lead
Connects to
During setup
Joy will help you:
- Choose the DocuSign account and completed-packet filter.
- Choose exact identifiers for matching each packet to one Joymore transaction.
- Choose the intake reviewer and how to check for documents already supplied by other intake routes.
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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