Navigating DocJacket
Here's a quick tour of the DocJacket layout so you know where everything lives.
The Dashboard
The dashboard is your home base. When you log in, you'll see:
- Today's Briefing — A snapshot of your day: closings today, tasks due, overdue items, and your overall workload level
- Quick Actions — Shortcuts to common work like creating a transaction or uploading a contract
- Closing Soon — Transactions approaching their closing date, with urgency indicators
- Quick Tasks — Your most pressing to-dos across all transactions
- Month Stats — New transactions, closed deals, active volume, and pending tasks for the month
The Sidebar
The sidebar on the left is your main navigation. Here's what each section does:
| Menu Item | What It Does |
|---|---|
| Dashboard | Your daily overview and quick actions |
| Transactions | All your deals — search, filter, and manage |
| Tasks | Organization-wide task list across all transactions |
| Pipeline | Board views for transaction status, task due dates, and buyer offers |
| Templates | Create and manage checklists, key date rules, email templates, forms, document lists, and report templates |
| Inbox | Your message center for transaction-related emails |
| Contacts | Your contact database — clients, agents, vendors |
| Calendar | See all key dates, tasks, reminders, and deadlines in a calendar view |
| Reports | Transaction reports and analytics |
| Video Courses | Structured help and training content |
| Billing | Your subscription and payment details |
| Settings | Organization settings, user management, integrations |
Inside a transaction
When you open a transaction, you'll see a tabbed layout:
- Overview — Everything at a glance: key dates, financials, contacts, tasks, documents, contingencies, and repairs
- Tasks — To-do list specific to this transaction
- Documents — All files for this deal
- Contacts — People involved in this transaction
- Messages — Email, SMS, portal chat, and scheduled communication surfaces
- Portal — Client and agent portal controls
- Forms — Online form links and submissions
- Activity — Recent activity for the deal
- Reports — Transaction reports and report scheduling
- Calculators — Transaction calculators
The Overview tab is where most TCs spend their time — it's a single-page view of everything important about the deal.
Quick tips
- Pending uploads are not finished transactions — review and save completed extractions before expecting them in the transaction list
- Search is everywhere — use the search bar on the Transactions page to find deals by address, buyer name, or seller name
- Help chat — Click the chat button in the bottom-right corner anytime for instant AI-powered help
- Review queue — Use the document-tasks icon in the topbar for pending uploads, ready drafts, scheduled sends, and recent activity