📄️ Overview

Create reusable Playbooks, key date rules, email templates, forms, document lists, and report templates to save time on every transaction.

📄️ Playbooks

Create Playbook templates with key dates, tasks, and automations — organized by transaction type, state, category, and side of the deal.

📄️ What a Playbook Is

What Playbooks are in DocJacket — reusable, per-deal-type setups of key dates, tasks, required documents, and automations that you apply to a transaction in one click.

📄️ Key Date Library

Build reusable key date rules with anchor dates, offsets, business-day handling, and governed key date types.

📄️ Email Templates

Build reusable DocJacket email templates with smart fields and link them to tasks for automated sending across every transaction.

📄️ Email Signatures

Create branded DocJacket email signatures and apply them automatically when you send transaction and task emails to clients and agents.

📄️ Online Forms

Build reusable online forms for collecting structured information, creating transactions, updating transactions, and routing Front Door submissions.

📄️ Collecting Contacts on Forms

How the Contact Picker works on online forms, and how to make sure an intake form captures a person's email and phone — not just their name.

📄️ Applying Form Submissions

Review an online form submission and map its answers onto a transaction — contacts, property details, financials, custom fields, status, and dates.

📄️ Required Documents Lists

Create reusable required document lists for each transaction type, side, state, financing type, and workflow.

📄️ Smart Fields

Manage reusable DocJacket smart fields for document data, templates, and transaction-specific values.

📄️ SitRep Templates

Configure reusable SitRep report templates in DocJacket so transaction status updates go out consistently formatted every time.