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Creating Your Account

Getting started with DocJacket takes just a couple of minutes. Here's how to create your login, set up your organization, and get ready to manage transactions.

Sign up​

  1. Head to app.docjacket.com
  2. Click Sign Up
  3. Choose Sign up with Google or Sign up with Microsoft
  4. Complete the provider sign-in flow

DocJacket uses your Google or Microsoft account for authentication. There is no separate DocJacket password to create in the app.

Set up your organization​

After your first sign-in, DocJacket asks for a few organization details:

  • Organization Name — Your company, team, or personal TC business name
  • Workspace URL — The subdomain clients can use for portal access, such as your-team.docjacket.com
  • First Name / Last Name — Optional profile details
  • Primary State — The state you mainly close in. This is required, and you can't continue without it
  • What best describes you? — Optional. Choose Transaction coordinator, Real-estate agent, Broker / team lead, or Something else / a mix. Nothing is preselected, and it helps DocJacket tailor tips. Owners and admins can change it later in Settings > Organization

DocJacket checks whether your workspace URL is available while you type. Workspace URLs must be 3-30 characters and use lowercase letters, numbers, and hyphens.

Click Create Organization when the details look right.

What DocJacket creates​

When setup finishes, DocJacket creates the core workspace pieces for you:

  • Your organization
  • A default Main Office
  • A free starter subscription
  • Built-in team roles: Owner, Admin, Broker, Transaction Coordinator, Agent, Assistant, and Viewer
  • Default document categories, document statuses, transaction statuses, field options, tags, SMS templates, and message board templates

You're in!​

After setup, you'll land on your Dashboard. From here you can:

  • Create your first real transaction
  • Explore the sidebar to see all the features
  • Invite team members from Settings > Team Members
  • See what each role can do in Settings > Roles
  • Click the help chat button anytime for quick answers

Next up: Set up your first transaction