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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, stay on Files, and:

  1. Click Upload
  2. Choose a category
  3. Drop a file into the upload drawer or click to browse
  4. Click Upload

The upload drawer shows progress and closes when the file is saved.

Supported file types​

The transaction upload drawer accepts:

  • PDF — The most common format for contracts and disclosures
  • Images — JPG, JPEG, PNG
  • Word files — DOC, DOCX

The file size limit is 50MB.

Categories and statuses​

Pick the document category before uploading. You can change the document type or status later from the Documents table.

Admins can manage document types, document statuses, and naming rules in Settings > Documents.

Required-document uploads​

If the file satisfies a required document, upload it from the Documents Needed checklist instead. That path links the uploaded file directly to the placeholder, updates the received count, and keeps the requirement history together.

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 Drive or export transaction files back to Drive (see Google Drive Integration)
  • E-sign packets — Completed DocJacket e-sign packets save the signed PDF back to the transaction