📄️ Overview
Upload, organize, review, share, and track transaction documents in DocJacket — with required-document checklists, Drive import/export, DocDrop, and e-sign workflows.
📄️ Uploading Documents
Upload files to a DocJacket transaction, choose categories, link required documents, and understand other document intake paths.
📄️ AI Data Extraction
Use Extract Data on an existing transaction to upload documents, run extraction, review results, and save transaction updates.
📄️ Documents Needed
Track required transaction documents, link received uploads, apply document templates, and spot overdue or blocking items.
📄️ Google Drive
Connect Google Drive to DocJacket to import and export transaction documents without downloading and re-uploading.
📄️ Portal Visibility
Show, hide, restrict, and control download access for transaction documents on DocJacket client and agent portals.
📄️ DocDrop
Give a transaction its own DocDrop email address so emailed attachments can be filed into the right deal.
📄️ Signature Requests
Send DocJacket documents for e-signature and track each request's status — sent, viewed, and signed — right from the transaction.
📄️ Approved Form Templates
Upload blank PDF forms, map signature and autofill fields, publish approved versions, and manage office-specific form templates.
📄️ Form Packets
Send one or more approved form templates for e-signature, review autofill values, assign signers, and track packet progress.
📄️ E-Signatures
Review DocJacket e-signature requests and track signer completion status across every document on a transaction, in one view.
📄️ Disclosure Packages
Share disclosure packages from a DocJacket transaction's document workspace — invite recipients, track views and acknowledgements, and manage access.