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Documents Needed

The Documents Needed checklist shows which files are required for a transaction and whether each one has been received.

You will find it on the transaction's Documents tab, above Documents Received. The header can be collapsed or expanded, and it shows summary chips when required documents exist.

Documents Needed checklist above Documents Received

What the checklist shows​

The checklist can show:

  • Required document name
  • Received checkbox
  • Due date
  • Blocking status
  • Received count
  • Overdue count
  • Blocking-missing count
  • Linked uploaded file, when one exists

Use the A-Z and drag-handle controls to switch between alphabetical sorting and custom order. Custom order is saved, while alphabetical mode is best when you just need to scan by name.

Add or apply requirements​

You can build the list in two ways:

  • Apply template - choose a reusable document template from Templates > Documents
  • Add required document - add one required document directly on the transaction

Required documents also appear in SitRep reports, so keeping this checklist current improves status reporting.

For each required document, you can:

  • Check it off as received
  • Link it to an existing upload
  • Upload a file directly into that required-document row
  • Review linked upload history when more than one file has been attached, with the newest file marked as the latest version
  • Remove the requirement if it no longer applies

Uploading from the checklist is best when a file satisfies a specific placeholder, because DocJacket links the new file to that requirement immediately. If the transaction has a linked Google Drive folder, linked uploads can also show an Open in Drive shortcut.

Document checks​

The Documents Received table also has an AI Check column. Use it to run document risk scans and contract checks on uploaded documents.

AI Check has two separate result types:

  • Risk — Flags risky clauses or document concerns for review.
  • Contract — Checks for missing signatures, initials, dates, and checkboxes.

When a check finds something, open the risk drawer or Contract Check viewer from the result chip. You can dismiss reviewed risk findings or contract-check issues from those review surfaces.

Those checks are separate from the Documents Needed checklist, but together they help answer two different questions:

  • Did we receive the required file?
  • Does the received file need review?

Why this matters​

For TCs managing dozens of files per transaction, it's easy to lose track of what's been collected and what's still outstanding. Documents Needed gives you a clear picture so you can:

  • Follow up on missing documents before they hold up closing
  • Verify everything is in order before the closing date
  • Generate a document status report for your team or clients