---
sidebar_label: Contact Groups
sidebar_position: 4
description: Organize DocJacket contacts into reusable groups for preferred vendors, agent partners, regional lists, and recipient selection.
---

<!-- Canonical: https://help.docjacket.com/docs/contacts/contact-groups -->
<!-- Source: docs/contacts/contact-groups.md -->

# 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.