📄️ Overview

Send emails, schedule follow-ups, use templates, and keep transaction email organized on the right deal in DocJacket.

📄️ How Email Sending Works

How DocJacket sends transaction email from your connected Gmail or Outlook, who each email sends as, and where replies go.

Use a transaction's Email tab to manage the inbox, communication timeline, scheduled email, and internal notes.

Compose and send emails directly from a DocJacket transaction without switching to Gmail or Outlook.

Create reusable DocJacket email templates with smart fields that auto-fill from transaction data, so common messages send in seconds.

The three ways email arrives in DocJacket, and the best-practice approach that files messages on the right deal automatically with no manual sorting.