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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. The category picker uses the active document types from Settings > Documents. 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.

Required-document uploads can also provide the placeholder name to document naming rules. This is what lets a naming pattern use {PlaceholderName} for files uploaded from a specific requirement.

Other ways documents get into DocJacket​

Documents don't only come from manual uploads:

  • AI Extraction — When you create a transaction via Upload Documents, 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

Renaming a document​

To rename one file on a deal:

  1. Open the transaction and go to the Documents tab
  2. Click the pencil icon next to the document's name (tooltip Rename). You can also open the row's ⋯ menu (More actions) — or right-click the row — and choose Rename
  3. Type the new name and press Enter (or click the checkmark). Press Esc to cancel

You can also rename from the document preview: click the document's name to open the preview, click Rename at the bottom, type the new name, and click Save.

Renaming changes only the name shown in DocJacket and on downloads; the file itself, its category, and where it's linked stay the same. Team members with the Viewer role can't rename documents.

Renaming all documents at once (Batch Rename)​

To rename every document on a deal to a consistent pattern — for example 123 Main St - Purchase Agreement.pdf:

  1. Open the transaction's Documents tab
  2. Click Batch Rename in the toolbar (tooltip: Rename all documents using naming rules). The button appears when the deal has a property address
  3. In the Batch Rename Documents panel, check the Property Address used in the names
  4. Click Rename All

The panel then lists each document as old name → new name, plus any that were skipped (for example Name unchanged). Click Close when you're done.

Batch Rename always applies to all documents on the deal — there's no option to rename only the ones you've ticked, and no preview before Rename All. New names come from your organization's naming rule (your default Split rule) in Settings > Documents > Naming Rules, using tokens like {PropertyAddress}, {DocType}, and {Date}. If you haven't set up a rule, each file is named after its document type (for example Purchase Agreement.pdf). Admins can edit naming rules; see Document Settings.

Deleting a document​

To remove a file from a transaction:

  1. Open the transaction and go to the Documents tab
  2. Find the document's row and click the trash-can icon (hover over the row if you don't see it)
  3. Confirm in the Delete document? dialog

Deleting is permanent — there's no trash or undo to restore from, so double-check before you confirm. Every deletion is recorded in the transaction's activity log, so you can always see who deleted what and when.

To remove several files at once, tick the checkboxes on the left of each row and click Delete All.

Before you delete
  • Signed documents can be deleted too. DocJacket won't stop you from deleting a completed e-signed PDF — take extra care with signed files.
  • Audit Mode protects documents. On a transaction in Audit Mode, documents are locked and can't be deleted.
  • If the file satisfied a required-document item, that item may still show as collected — re-check your required-documents list and re-upload if it still needs the file.