--- title: Documents sidebar_label: Overview sidebar_position: 1 description: Upload, organize, review, share, and track transaction documents in DocJacket — with required-document checklists, Drive import/export, DocDrop, and e-sign workflows. --- # Documents Every real estate transaction generates a mountain of paperwork — contracts, disclosures, amendments, inspection reports, and more. DocJacket keeps it all organized in one place. Use the top-level **Documents** page when you need to search across all transaction documents. Use a transaction's **Documents** tab when you need to manage files for one deal. ![Transaction Documents tab with Documents Needed and Documents Received](/img/documents/transaction-documents-tab.png) From a transaction's **Documents** tab, you can: - **Upload files** — Choose a category, then upload a PDF, Word file, or image. - **Track completeness** — Use **Documents Needed** to add requirements, apply document templates, link uploads, and track received/overdue/blocking items. - **Review received documents** — Search, filter, reorder, rename, batch-rename, change document type/status, download, share, delete, and mark documents as sent. - **Run document checks** — Use **AI Check** for document risk scans and contract checks for missing signatures, initials, dates, and checkboxes. - **Extract data** — Use **Extract Data** to upload documents, run extraction, review changed fields, and update an existing transaction. - **Control portal visibility** — Use the eye icon to show or hide documents on the Agent and Client Portals, optionally restrict visibility to selected portal contacts, and decide whether portal viewers can download the file. - **Connect to Google Drive** — Import from Drive, export selected/all documents, and link or change the transaction's Drive folder. - **Share disclosure packages** — Curate received documents and share them with recipients. - **Send for e-signature** — Use the **Forms & signatures** subtab for office-approved form packets and packet tracking, or send a single uploaded document for signature from its row actions. The transaction tab has two subtabs: **Files** for uploaded documents and **Forms & signatures** for e-sign packet workflows. ## In this section - [Uploading Documents](./uploading-documents.mdx) — How to get files into DocJacket - [AI Data Extraction](./ai-data-extraction.mdx) — Let AI read your documents - [Documents Needed](./audit-mode.mdx) — Track required documents and link received files - [Portal Visibility](./portal-visibility.md) — Control which portal viewers can see and download documents - [Signature Requests](./signature-requests.mdx) — Send documents for e-signature and track completion - [E-Signatures](./esignatures.md) — Review all signature requests and signing progress - [Approved Form Templates](./approved-form-templates.md) — Upload blank PDFs, map fields, and publish office-approved forms - [Form Packets](./esignature-form-packets.md) — Send approved form packets and track signer progress - [Disclosure Packages](./disclosure-packages.mdx) — Share disclosure packages from a transaction - [Google Drive Integration](./google-drive-integration.mdx) — Import, export, and link Drive folders - [DocDrop](./docdrop.mdx) — Let contacts email documents directly into the transaction