---
title: Jointly Enhances Tasks, Document Management, Email, and More
description: Jointly continues to roll out powerful feature sets and tools to continuously add value to real estate's best offer and deal management platform.
image: https://blog.jointly.com/hubfs/Jointly_March2023/images/management%20software.jpg
---

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August 22, 2023

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## Jointly Enhances Tasks, Document Management, Email, and More

![Jointly Enhances Tasks, Document Management, Email, and More](https://blog.jointly.com/hubfs/Jointly_March2023/images/management%20software.jpg)

Our latest release delivers versatility when dealing with documents as well as more options for email drafting and client information collection.

## Features and Enhancements in Our Latest Release

- **Streamlined Task Lists with Enhanced Statuses** 
    - New statuses: **Draft** and **Ready to Assign to Client**
    - Once drafted, the document is available to **Assign** to the client and can include a note
    - **Remind** function to easily send the client a notification reminding them of a pending task
    - When an offer is drafted and signed by the buyer, the buyer's agent now has a **Submit** option to send the offer to the listing agent and can include a note
- **Message Center and Email Improvements** 
    - When submitting an offer or when selecting the message icon, the client is directed to the enhanced message center
    - The new message center includes text formatting, hyperlinks, file/pic attachment, and the ability to CC and BCC additional recipients (these recipients can be email addresses outside of the deal)
- **Amendment and Termination Notice Drafting Expansion** 
    - Amendment and Termination Notice are now available in the Offer deal forms library at any time during the offer's life cycle
- **Status Changes Availability** 
    - The status of the offer can be updated at anytime by selecting the edit icon next to the status and selecting the desired status from the dropdown

![61eb1a1b2c5fc245f78718b9_15-what-is-real-estate-offer-management-software](https://blog.jointly.com/hs-fs/hubfs/Imported_Blog_Media/61eb1a1b2c5fc245f78718b9_15-what-is-real-estate-offer-management-software.png?width=801&height=428&name=61eb1a1b2c5fc245f78718b9_15-what-is-real-estate-offer-management-software.png)

#### Related Resources

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