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Getting Email Into DocJacket

Connecting Gmail (or Outlook) lets DocJacket send email as you. It does not let DocJacket read your inbox. DocJacket only asks Google for permission to send mail, so it never sees what lands in your Gmail — including replies to emails you sent from a deal.

That is why the most common question here is: "My Gmail replies aren't showing up on the deal." The reply went to your Gmail inbox, and DocJacket has no way to see it until the email is sent or forwarded to a DocJacket address. This page covers the ways to do that, and where emails and attachments end up.

Why replies land in your inbox, not on the deal​

When you send from a transaction's Email tab with Gmail connected, the message goes out from your Gmail address. A copy lands in your Gmail Sent folder, and replies come back to your Gmail inbox — exactly as if you'd sent it from Gmail yourself. Outlook works the same way. Automated emails that go out without a connected mailbox are sent by DocJacket with Reply-To set to your email address (or the account owner's), so those replies also go to an inbox — not to the deal.

Either way, a reply only reaches the deal if it is also sent or forwarded to a DocJacket address. Your sent email does appear on the deal's Email tab; the reply doesn't, unless you use one of the options below. See How Email Sending Works for the details of sending.

Option 1: CC the deal's DocDrop address​

Every transaction can have its own email address, called its DocDrop address (also shown as the deal email address). Anything emailed to it is filed on that deal: the message always appears on the deal's Email tab. Attachments are added to the deal's Documents automatically only when DocJacket can verify the sender: a member of your team or a contact on the deal whose email passes sender authentication, or a reply to an email you sent from DocJacket. Anyone else's attachments are held for you on the Email tab (see Where attachments go).

To copy it:

  • On the transaction Overview, click Copy DocDrop in the toolbar at the top (it appears once the deal has a DocDrop address), or
  • Open the transaction's Email tab, then Timeline, and copy the deal email address shown at the top. If the deal doesn't have one yet, click Generate deal email address.

Then:

  • CC the DocDrop address when you email the title company, lender, agent, or client. When they Reply All, their reply — and anything they attach — goes to the deal too. (A plain Reply only goes to you, so ask regular correspondents to reply all, or forward their reply as described next.)
  • Give the address to people who send you documents. If they are contacts on the deal, their files go straight to Documents. If they aren't (a lender or inspector you haven't added, for example), their files are held until you click Save to Documents. Adding them as a contact on the deal lets their future attachments file on their own.

See DocDrop for more.

Option 2: Forward a single email to the deal​

If a reply or document landed only in your Gmail, forward that one email to the deal's DocDrop address. Because you are the sender, the message is filed on that transaction and its attachments normally go straight to Documents. If your email provider doesn't pass sender authentication, the files are held like any other (see Where attachments go). This is the quickest fix for an email you can already see belongs to a specific deal.

Option 3: Auto-forward your Gmail to your intake address​

Your organization also has one intake address for all your deals. Set Gmail to forward deal mail to it automatically, and you don't have to forward anything by hand.

Find your intake address in either place:

  • Settings → Profile, in the Email Intelligence section, under Organization Intake Email, or
  • More → Inbox in the left sidebar — the address appears next to Forward to at the top, with a Copy intake email button.

What happens to forwarded mail:

  • Replies to emails you sent from a deal file themselves. If you sent the email from DocJacket through your connected Gmail, DocJacket recognizes the reply from its email threading headers and files it on that same deal — message on the Email tab, attachments in Documents — with no sorting.
  • Other mail is matched to a deal when DocJacket can. It suggests a transaction (or links it automatically when it is confident), based on whether the sender has been linked to a deal before and what the message is about.
  • Anything it can't match waits in More → Inbox. Open the email and click Assign transaction, pick the deal, and it is filed there with its attachments. See Intake Queue.

Setting up the Gmail forwarding filter. These steps happen in Gmail, not DocJacket:

  1. In Gmail, open Settings (the gear) → See all settings → Forwarding and POP/IMAP, click Add a forwarding address, and paste your intake address.
  2. Gmail sends a confirmation to that address before it will forward anything. Because the intake address belongs to DocJacket, DocJacket emails the confirmation link to your account owner with the subject Confirm your email forwarding to DocJacket. Click the link in that email to turn forwarding on.
  3. Back in Gmail Settings, open Filters and Blocked Addresses → Create a new filter. Describe the mail you want in DocJacket — for example, messages from your title companies, lenders, and agents — then choose Forward it to your intake address and save.
Filter, don't forward everything

Forwarding your whole mailbox works, but newsletters, marketing, and other non-deal mail will pile up in the Inbox for you to dismiss. A filter that only forwards deal-related mail keeps the Inbox short. Replies to emails you sent from DocJacket are filed on their deal either way.

Start a new deal from a contract​

To start a deal, don't use the intake address: forward the signed contract to your new-deal address (on the Inbox page next to Start a deal from a signed contract, and in Settings → Profile under Start a Deal from a Contract). DocJacket reads the contract and creates the deal, or asks you to approve it. Send one contract at a time — this address is not for mailbox rules. See Start a Deal by Email.

Where attachments go​

The email itself always appears on the deal's Email tab. What happens to its attachments depends on who sent it:

  • Verified senders go straight to Documents. That means a reply to an email you sent from DocJacket, or an email from a member of your team or a contact on that deal whose email passes sender authentication.
  • Everyone else is held. A lender, title officer, or inspector who isn't a contact on the deal, or a contact whose email fails sender authentication, has their email filed but their attachments not added to Documents. Each file shows Not filed — sender not verified with a Save to Documents button. You'll find it on the deal's Email tab (open the message) and in More → Inbox. After you save a file, the badge reads Saved to Documents.
  • Saving is one file at a time on purpose, so you look at each file before it lands on the deal. View-only seats can see the list but not save.
  • Assign transaction in More → Inbox brings the attachments along as it files the email.
  • Moving a held email to another deal keeps its files held there until you save them.
  • A DocDrop notification that says "attachment(s) not filed: sender not verified" means exactly this.

If attachments aren't showing on a deal, check:

  • The email is on the deal's Email tab but the file is missing from Documents: the file is held. Open the message and click Save to Documents.
  • An email that only went to your Gmail (a plain reply) never reaches DocJacket. Forward it to the deal's DocDrop address.
  • An email forwarded to the intake address that DocJacket couldn't match is waiting in More → Inbox. Assign it to the deal and its attachments come along.

DocJacket does not automatically run extraction on these files; you choose when to start extraction from the deal's documents.

Which one should I use?​

SituationBest approach
You're emailing a party about a deal and want their reply on the dealCC the deal's DocDrop address, and ask them to Reply All
A reply or document already landed only in your GmailForward it to the deal's DocDrop address
You want deal mail to reach DocJacket without forwarding by handGmail filter forwarding to your intake address
Forwarded mail DocJacket couldn't matchMore → Inbox → Assign transaction
A signed contract for a deal that doesn't exist yetForward to the new-deal address — DocJacket sets up the deal