Getting Started | DocJacket Help Center

📄️ Overview

Get started with DocJacket — set up your account, create your first transaction, and learn how to navigate the platform.

Getting started with DocJacket takes just a couple of minutes. Here's how to set up your account and get ready to manage transactions.

Let's walk through creating a transaction from scratch. By the end, you'll have a deal set up with contacts, a timeline, and tasks — ready to manage.

Here's a quick tour of the DocJacket layout so you know where everything lives.

DocJacket has a few different types of roles, and they work at different levels. Here's how they all fit together.