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Sending Emails

You can compose, send, schedule, and save emails directly from a transaction without switching to Gmail or Outlook.

Composing an email​

Open a transaction, go to Messages > Email, and click Compose.

In the composer you can:

  • Choose the connected Gmail or Outlook account to send from
  • Type recipients manually or add transaction contacts by contact, role, group, CC, or BCC
  • Insert an email template
  • Generate an AI draft from a short prompt
  • Attach transaction documents or upload files from your computer
  • Pick an email signature
  • Save a draft, send now, or use Schedule to send later

The email is stored with the transaction automatically after it sends.

Scheduling an email​

Use the Schedule button in the compose toolbar when an email should go out later. Turn on Send later, choose the date and time, choose the timezone, and click Schedule.

Scheduled one-off emails appear in Messages > Scheduled with a One-off badge. You can cancel them there. Editing one opens the Email composer with the message prefilled; saving cancels the original scheduled send and creates a new one.

Attachments​

Use Attach to choose files already stored on the transaction or upload new files from your computer. Local uploads support files up to 25 MB.

If you attach transaction documents, DocJacket sends the selected files with the message and keeps the email linked to the transaction.

Reviewing messages​

The Email tab includes filters for Inbox, Unread, Sent, Drafts, Auto, and Archived. Open a message to reply, reply all, forward, star, mark read or unread, archive, or delete it.

Messages can show delivery status and provider message IDs when DocJacket has them. If a message includes suggested AI actions, approve or dismiss them from the message detail panel.

Searching​

Use the search bar to find emails by subject, recipient, or content across all messages in the transaction.