---
sidebar_label: Documents Needed
sidebar_position: 4
description: Track required transaction documents, link received uploads, apply document templates, and spot overdue or blocking items.
---

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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](/img/documents/transaction-documents-tab.png)

## 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.

## Link or upload received files

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