📄️ 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.
📄️ Changing Your Sign-In Email
Change the email address you use to log in to DocJacket, including accounts created with Google, Microsoft, or a magic link.
📄️ 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 who can access transactions and settings.
📄️ Referrals
Share your DocJacket referral link, track referred signups, and see the referral credits you've earned toward your subscription.
📄️ Contact Settings
Manage DocJacket contact types, service-provider grouping, and the tags you use to organize contacts across every transaction.
📄️ Calendar and Holidays
Configure Google Calendar task syncing and organization holidays used by business-day scheduling rules.
📄️ Transaction Configuration
Configure DocJacket transaction roles, statuses, fields, custom fields, contingencies, and key-date statuses to match how your team works.
📄️ Document Settings
Configure DocJacket document types, statuses, and automatic file-naming rules so every uploaded file is organized consistently.
📄️ 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, shared-number fallback, 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 — a searchable audit log of who did what, and when, across your account.