Contact Groups

Contact groups let you organize contacts into reusable lists. Use them for preferred vendors, agent partners, office-specific lists, regional contacts, or any group your team references often.

Creating a group

1. Go to Contacts in the sidebar
2. Click Groups
3. Click New Group
4. Enter a name
5. Optionally add a description and color
6. Click Create

Groups appear as cards with their name, optional description, color, and contact count.

Adding members

Open a group and click Add Members.

1. Search for a contact by name or email
2. Click the add action next to the contact
3. Repeat for each member

DocJacket shows when a searched contact is already in the group, so you do not add the same contact twice.

Uses for groups

• Preferred vendors — Keep a list of your go-to inspectors, title companies, or lenders
• Agent partners — Track the agents you work with regularly
• Regional contacts — Group contacts by area if you work across multiple markets
• Recipient selection — Use groups anywhere DocJacket supports group-based recipient picking

Managing groups

You can edit a group's name, description, and color from the group card. Open the group to review members, remove members, or add more contacts.

A contact can belong to multiple groups.