📄️ 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.