How to E-Sign Forms Using Joint Agreements Feature

The Quik! now supports Joint Agreements in DocuSign, making collaborating with business partners and clients easier. With DocuSign’s eSignature feature, you can efficiently send and manage forms that require multiple parties' signatures, streamlining your workflow.

If you’re a Fidelity user, please note that as of March 31, 2024, Fidelity requires all submissions to use DocuSign’s Joint Agreements feature. This update changes how forms are submitted for all Fidelity clients, so it's important to ensure your account is set up correctly.

📺 Watch the Video: DocuSign eSignature – How to Send a Joint Agreement
📘 Learn More: Create Joint Agreement Networks