Where are contacts stored in DocJacket?

All your contacts live in a single directory accessible from the Contacts page in the sidebar — agents, clients, lenders, title companies, inspectors, vendors, and anyone else you work with. Contacts are shared across all your transactions.

Can I organize DocJacket contacts into groups?

Yes. Create contact groups for preferred vendors, agent partners, regional contacts, or other reusable lists. Groups have their own Contacts area and can be used anywhere DocJacket supports group-based recipient selection.

How do contact roles work in a transaction?

When you add a contact to a transaction, you assign a role such as Buyer, Seller, Listing Agent, Lender, or Title Company. Roles organize the transaction Contacts tab, power role-based email recipient selection, and make reports and templates easier to target.

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. The Contacts area has separate People and Organizations views, plus import and group tools. You can search, filter, inline-edit common fields, import from CSV or Google Contacts, export, merge duplicates, tag contacts, and organize contacts into groups.

Contacts also connect to transaction workflows. When you add a contact to a transaction, DocJacket stores that relationship with a transaction role, primary flag, merge display name, portal link status, and communication details.

What You Can Manage

People and organization records
Email addresses and phone numbers, including primary labels
Contact types, such as agent, lender, attorney, client, or vendor
Tags for filtering and segmentation
Groups for reusable contact lists
Related transactions and transaction roles
Portal links for transaction contacts
SMS consent and contact communication readiness

In this section

Managing Contacts — Add, edit, search, import, export, merge, and tag contacts
Contact Roles — Assign contacts to transaction roles and use those roles in communication
Contact Groups — Organize contacts into reusable lists

What You Can Manage​

In this section​

What You Can Manage

In this section