How Email Sending Works
When DocJacket sends email from a transaction, it sends through your connected Gmail or Outlook account — not from a generic DocJacket address. The message goes out from your email address, a copy lands in your Sent folder, and any reply comes back to your inbox, exactly as if you'd sent it yourself.
DocJacket only ever sends on your behalf. It does not read your inbox.
Connect your mailbox first
Sending from your own address requires a connected mailbox. Connect Gmail or Outlook from Settings > Integrations. See Google Workspace or Microsoft Outlook.
Until a mailbox is connected, manual sends from a deal prompt you to connect one,
and automated email falls back to DocJacket's own email service (a
@docjacket.com address) unless your organization requires a connected mailbox
(see below).
Which account an email sends from
Every transaction email sends from a specific person's connected mailbox, depending on how it was sent:
| Sends from | |
|---|---|
| You compose, reply, or forward from a deal | You (the signed-in user) |
| Task emails, reminders, and automation-rule emails | The deal's assigned coordinator — or the account owner if the deal is unassigned |
| Situation reports and other scheduled reports | The person who created the schedule |
If that person hasn't connected a mailbox, see the fallback behavior below.
Where replies go
Because the email is sent from your real mailbox, replies go straight back to your inbox in Gmail or Outlook — the normal way. You reply from your own inbox like any other email. (Sent and received messages from a deal are also listed on the transaction's Email tab for reference.)
Requiring a connected mailbox
Organizations that want every deal email to come from a real mailbox — never a
@docjacket.com address — can turn on Only send transaction email from a
connected mailbox in Settings > Organization.
When this is on:
- Email sends from the sender's connected mailbox, or the account owner's if the sender hasn't connected one.
- If no mailbox is connected, a send you trigger yourself is blocked with a prompt to connect one, and an automated send is held until a mailbox is connected (the account owner is notified).
When it's off (the default), email still prefers a connected mailbox but falls back to DocJacket's email service when none is available.
Connect a mailbox for every team member who sends deal email, so their messages always come from their own address and replies reach them directly.