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Transaction Messages

Open a transaction and click Messages to manage communication for that deal. This workspace is organized into four tabs: Email, Scheduled, SMS, and Notes.

The sidebar Messages page points you back to transactions. Message history is intentionally handled inside each transaction so emails, texts, portal replies, and notes stay attached to the correct deal.

Email​

The Email tab is a split-pane inbox for the current transaction. Use it to:

  • Filter messages by Inbox, Unread, Sent, Drafts, Auto, or Archived
  • Search transaction emails by subject, recipient, or content
  • Open an email to reply, reply all, forward, star, mark read or unread, archive, or delete
  • Select multiple messages and bulk mark read, archive, or delete
  • Review delivery status and provider message IDs when available
  • Approve or dismiss suggested actions shown on a message

If no Gmail or Outlook account is connected, DocJacket shows a connect prompt before you start sending email.

Scheduled​

The Scheduled tab shows emails queued for the transaction. It combines:

  • Template or task-driven scheduled emails
  • One-off emails created from the Email tab's Send later option

Rows show the subject, recipients, send time, and whether the item is pending, held, or failed. Depending on the source, you can edit, cancel, or send now. Sent items move back into the Email tab.

SMS and Portal​

The SMS tab shows direct conversations for the transaction. Threads can include SMS, portal, or email-channel badges depending on how the contact is communicating.

From this tab you can:

  • Start a new message to a transaction contact
  • Send a message to multiple contacts
  • Reply in an existing thread
  • Attach a file
  • Use saved SMS templates
  • See unread counts, typing indicators, delivery status, and AI action cards when available

If your organization does not have a dedicated SMS number, DocJacket shows setup guidance and an option to send from the shared DocJacket number.

Notes​

The Notes tab is for internal transaction notes. Add rich-text notes, reply to notes, pin important notes, and edit or delete notes you created.