---
sidebar_label: Overview
sidebar_position: 1
description: Send emails, schedule follow-ups, use templates, and keep transaction email organized on the right deal in DocJacket.
---

<!-- Canonical: https://help.docjacket.com/docs/messages -->
<!-- Source: docs/messages/index.md -->

# Email

DocJacket keeps communication attached to the transaction where the work is happening. Open a transaction's **Email** tab to review the transaction inbox, communication timeline, scheduled email, and internal notes for that deal.

![Transaction Email tab with Inbox, Timeline, Scheduled, and Notes views](/img/messages/email-inbox-list.png)

The transaction Email workspace includes:

- **Inbox** - Send, reply, forward, search, archive, draft, and review transaction email
- **Timeline** - See a chronological communication history and copy or create the deal email address
- **Scheduled** - Manage queued emails from task automation, key-date automation, and compose-time send later
- **Notes** - Keep rich internal notes, replies, and pinned updates on the deal

The day-to-day email workflow starts from the transaction's **Email** tab.

:::note Inbox vs. the Email tab
The **Inbox** item in the left sidebar takes you to inbound work waiting to be routed — not a global transaction email inbox. A deal's own email history lives inside that transaction's **Email** tab.
:::

## In this section

- [Transaction Email](./inbox.mdx) - Use the Inbox, Timeline, Scheduled, and Notes views on a transaction
- [Sending Emails](./sending-emails.mdx) - Compose, send, schedule, draft, and attach files from a transaction
- [Getting Email Into DocJacket](./getting-email-into-docjacket.mdx) - The three ways email arrives, and how to make it file itself on the right deal
- [Email Templates](./email-templates.md) - Create reusable email content