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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.

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.

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
  • 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.

Document checks​

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

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