DocDrop

DocDrop gives a transaction its own email address. When someone emails documents to that address, the email is filed on the right transaction. Attachments from verified senders are saved to its Documents automatically, and attachments from anyone else wait for you to save them.

How it works

Each transaction can have its own DocDrop email address. When the address is active, use Copy DocDrop on the transaction overview to copy it.

1. Copy the DocDrop email address
2. Share it with your contacts, such as agents, lenders, title companies, and inspectors
3. Ask them to email documents to that address
4. Review the received files in the transaction's Documents tab, and save any held files from the Email tab

DocDrop is transaction-specific, so documents sent to one transaction's address are filed on that transaction.

Where files appear

Attachments from verified senders are added to the transaction's documents. Open the transaction and go to Documents to review, rename, categorize, share, or run document tools on the files.

Who gets filed automatically

Attachments go straight to Documents when the email is from a member of your team or a contact on the deal, and the email passes sender authentication, or when it is a reply to an email you sent from DocJacket. Attachments from anyone else, such as a lender or inspector who isn't a contact on the deal, are held. The email still appears on the deal's Email tab, and each held file shows Not filed — sender not verified with a Save to Documents button. Adding the sender as a contact on the deal lets their future attachments file on their own. See Where attachments go for the full rules.

Why this is useful

Instead of asking contacts to upload to a portal or send files to your personal inbox, give them the DocDrop address. Emails arrive on the right transaction, and files from verified senders land in its Documents.

This is especially handy for:

• Lenders sending pre-approval letters or loan documents
• Title companies sending title commitments and closing statements
• Inspectors sending inspection reports
• Agents forwarding signed documents

Tracking activity

Use the transaction documents list to confirm that the file arrived. If an expected file is missing, open the deal's Email tab: if the email is there, the file is probably held, so click Save to Documents on it. If the email isn't there, check that the sender used the correct transaction's DocDrop address and that the email included an attachment.

Tips

• The DocDrop email address is unique per transaction, so documents always land in the right place
• Multiple attachments in a single email are each saved as separate documents (held files are saved one at a time)
• Forward emails with attachments directly to the DocDrop address when a document was sent to your personal inbox first
• Use the document tools after the file lands to rename it, assign a document type, share it, or extract data

Replace a deal's email address

If a deal's DocDrop address has leaked or is getting junk mail, replace it:

1. Open the transaction, go to Email, then Timeline.
2. Next to Copy in the deal email address header, click New address.
3. Read the confirmation, Replace this deal's email address?, then click Replace address.

The old address stops working as soon as you confirm. Email sent to it afterwards will not reach the deal, and the sender does not get a bounce, so tell anyone who saved the old address or forwards mail to it to use the new one. Agent portals show the new address automatically.

New address isn't shown to view-only seats. A member who is limited to their own deals sees it on the deals they are on.