Contacts

DocJacket keeps a centralized contact database across all your transactions. Agents, clients, lenders, title companies, inspectors — everyone you work with lives here.

The Contacts page in the sidebar shows your full directory. You can search, filter, import, export, and organize contacts into groups.

In this section

• Managing Contacts — Add, edit, search, and organize
• Contact Roles — Buyer, seller, agent, vendor, and more
• Contact Groups — Organize contacts for bulk operations