📄️ Overview
Configure your DocJacket organization, brand, users, offices, integrations, calendars, transactions, documents, automation, billing, SMS, and notifications.
📄️ Organization Settings
Manage organization identity, report branding, reminder defaults, scheduled-email timing, automation review behavior, and email subject defaults.
📄️ Brand and Profile
Configure organization branding, public-page attribution, profile details, timezone, and SMS reminder consent.
📄️ Offices
Manage DocJacket office locations, states, members, approved forms, branding, and compliance defaults.
📄️ User Management
Invite team members to your DocJacket organization, assign roles, manage seats, and control access.
📄️ Referrals
Share your DocJacket referral link, track referred signups, and see referral credits earned.
📄️ Contact Settings
Manage contact types, service provider grouping, and tags used across contacts and transactions.
📄️ Calendar and Holidays
Configure Google Calendar task syncing and organization holidays used by business-day scheduling rules.
📄️ Transaction Configuration
Configure transaction roles, statuses, fields, custom fields, contingencies, and key date statuses.
📄️ Document Settings
Configure document types, document statuses, and automatic file naming rules.
📄️ Email and Automation
Configure email template categories, working hours, notification preferences, and rule-based email or SMS automation.
📄️ SMS Settings
Manage your dedicated business SMS number, monthly usage, extra credits, and number release.
📄️ Notification Preferences
Configure which DocJacket notifications you receive, manage your daily morning briefing, and tune alerts for tasks, deadlines, documents, and email activity.
📄️ Activity Log
Review organization-wide user and system activity in DocJacket.