📄️ Overview
Upload, organize, and manage transaction documents in DocJacket — with AI categorization, audit mode, and DocDrop.
📄️ Uploading Documents
Getting documents into DocJacket is quick and easy. Here's how.
📄️ AI Data Extraction
Already have documents uploaded to a transaction? You can run AI extraction on them to automatically populate transaction fields — dates, names, amounts, and more.
📄️ Audit Mode
Audit mode helps you track document completeness — so you can see at a glance which required documents are in hand and which are still missing.
📄️ Google Drive
If you use Google Drive to store transaction documents, DocJacket can connect directly — so you can import and export files without downloading and re-uploading.
📄️ DocDrop
DocDrop gives each transaction a unique email address. When contacts send documents to that address, the attachments are automatically filed into the transaction — no manual uploads needed.