---
title: Getting Started with DocJacket
sidebar_label: Overview
sidebar_position: 1
description: Get started with DocJacket — set up your account, create your first transaction, and learn how to navigate the platform.
---

<!-- Canonical: https://help.docjacket.com/docs/getting-started -->
<!-- Source: docs/getting-started/index.mdx -->

# Getting Started with DocJacket

Welcome to DocJacket — the AI-powered platform that helps transaction coordinators, agents, and brokers manage real estate deals from contract to closing.

Whether you're an independent TC juggling 30+ files or an agent keeping tabs on your own deals, DocJacket keeps everything in one place: transactions, documents, key dates, tasks, contacts, messages, portal access, forms, and reports.

## What can DocJacket do for you?

- **Document extraction** — Upload contracts and supporting documents, then review extracted buyers, sellers, property details, key dates, financials, and contingencies before saving.
- **Smart splitting** — Split multi-document PDFs into individual documents before extraction.
- **Key-date timelines** — Track closing, contract, inspection, financing, appraisal, possession, and other important dates.
- **Task management** — Add one-off tasks, apply checklists, generate suggested tasks, assign work, and track status.
- **Client portal** — Give clients and agents a branded place to see selected deal information, documents, forms, and messages.
- **Messages and inbox** — Keep transaction communication connected to the right deal.
- **Reports and calculators** — Prepare transaction reports, commission statements, and deal-specific calculations.

## Ready to dive in?

Here's the best path for new users:

1. [**Create your account**](./creating-your-account.mdx) — Sign up, create your workspace, and land on the dashboard
2. [**Set up your first transaction**](./your-first-transaction.mdx) — Upload documents or create a deal manually
3. [**Learn the layout**](./navigating-docjacket.mdx) — Get comfortable with the dashboard and sidebar
4. [**Understand roles**](./understanding-roles.mdx) — Learn team permissions and transaction contact roles

If you ever get stuck, hit the **help chat button** in the bottom-right corner of the app — our AI assistant can answer questions in real time.