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Uploading Documents

Getting documents into DocJacket is quick and easy. Here's how.

Drag and drop​

The fastest way. Open a transaction's Documents tab and:

  1. Click the Upload button (or just drag files onto the page)
  2. Drop one or more files
  3. DocJacket uploads them and automatically assigns a category based on the file name and content

Supported file types​

DocJacket accepts most common file types:

  • PDF — The most common format for contracts and disclosures
  • Images — JPG, PNG, TIFF (great for photos of signed documents)
  • Office files — Word docs, Excel spreadsheets
  • Other — Most standard document formats

Automatic categorization​

When you upload a document, DocJacket looks at the file name and content to guess the right category — things like "Purchase Agreement", "Inspection Report", or "Title Commitment". You can always change the category manually if the AI gets it wrong.

Uploading multiple files​

You can upload multiple files at once. Just select them all or drag a batch into the upload area. Each file is processed individually and categorized on its own.

Other ways documents get into DocJacket​

Documents don't only come from manual uploads:

  • AI Extraction — When you create a transaction via Upload & Extract, the contract is automatically saved to the Documents tab
  • DocDrop — Contacts can email documents directly into the transaction (see DocDrop)
  • Google Drive — Import files from your Drive (see Google Drive Integration)