📄️ Overview
Send emails, schedule follow-ups, use templates, and keep transaction email organized on the right deal in DocJacket.
📄️ Transaction Email
Use a transaction's Email tab to manage the inbox, communication timeline, scheduled email, and internal notes.
📄️ Sending Emails
Compose and send emails directly from a DocJacket transaction without switching to Gmail or Outlook.
📄️ Email Templates
Use reusable email templates with smart fields that auto-fill with DocJacket transaction data.
📄️ Getting Email Into DocJacket
The three ways email arrives in DocJacket, and the best-practice approach that files messages on the right deal automatically with no manual sorting.