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Google Workspace

Connect your Google account to sync email, documents, and calendar events with DocJacket.

What's included​

Gmail​

  • Send emails from DocJacket using your Gmail account
  • Incoming emails are tracked and linked to transactions
  • Email history syncs both ways

Google Drive​

  • Import documents from Drive into any transaction
  • Export documents from DocJacket back to Drive
  • Browse your Drive folders directly from the Documents tab

Google Calendar​

  • Sync transaction milestones and deadlines to your Google Calendar
  • See DocJacket events alongside your personal calendar
  • Two-way sync — changes in either place are reflected in both

Connecting​

  1. Go to Settings > Integrations
  2. Find Google Workspace and click Connect
  3. Sign in with your Google account
  4. Grant the requested permissions
  5. You're connected

Tips​

  • Use a dedicated Google account for your TC business if you want to keep personal and work email separate
  • Google Drive imports are copies — changes in Drive won't sync to DocJacket automatically
  • Calendar sync is especially useful if you manage your schedule through Google Calendar