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Managing Contacts

Adding a contact​

From the Contacts page, click Add Contact and enter their details:

  • Name, email, phone
  • Company
  • Contact type (agent, lender, client, etc.)
  • Notes

You can also create contacts on the fly when adding someone to a transaction — just fill in their info and they're saved to your directory automatically.

Searching and filtering​

  • Search by name, email, phone, or company
  • Filter by type — Narrow down to agents, attorneys, lenders, clients, or any other contact type
  • Advanced filters — Filter by transaction count, license status, and more
  • Customize columns — Show or hide table columns to display exactly what you need

Importing contacts​

Have an existing contact list? Click Add Contact > Import from CSV to bulk-import contacts. Map your CSV columns to DocJacket fields and import.

Exporting contacts​

Click Export to download your contacts as a CSV file — useful for backup, reporting, or moving data between systems.