📄️ Overview

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

📄️ Checklists

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

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

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

Create branded DocJacket email signatures and use them when sending transaction and task emails.

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

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

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

Configure reusable SitRep report templates for transaction status updates.