📄️ Overview
Get started with DocJacket — set up your account, create your first transaction, and learn how to navigate the platform.
📄️ Creating Your Account
Sign up for DocJacket — authenticate with Google or Microsoft, create your workspace, and land on your dashboard.
📄️ Your First Transaction
Step-by-step walkthrough of creating your first DocJacket transaction — contacts, key dates, tasks, and documents.
📄️ Navigating DocJacket
Quick tour of DocJacket — the dashboard, transactions list, inbox, contacts, calendar, and settings.
📄️ Understanding Roles
How DocJacket roles work — team permissions, transaction contact roles, portal access, and signer roles.
📄️ Mobile & Devices
Is there a DocJacket mobile app? How DocJacket works on phones, tablets, and desktops, and how clients open the portal on mobile.
📄️ Security & Privacy
How DocJacket protects your transactions, documents, and client data — encryption, hosting, access controls, backups, and your privacy rights.
📄️ Importing Deals from SkySlope
Switching to DocJacket from SkySlope, Dotloop, or another transaction platform? Export your documents and let DocJacket rebuild each deal automatically with AI extraction.
📄️ Contacting Support
How to send a support request or report a problem in DocJacket, and where to see the reply to a ticket or request you submitted.