---
sidebar_label: Uploading Documents
sidebar_position: 2
description: Upload files to a DocJacket transaction, choose categories, link required documents, and understand other document intake paths.
---

<!-- Canonical: https://help.docjacket.com/docs/documents/uploading-documents -->
<!-- Source: docs/documents/uploading-documents.mdx -->

# 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](./docdrop.mdx))
- **Google Drive** — Import files from Drive or export transaction files back to Drive (see [Google Drive Integration](./google-drive-integration.mdx))
- **E-sign packets** — Completed DocJacket e-sign packets save the signed PDF back to the transaction