Operations
Operations pages are the surfaces your team checks during the day to decide what needs attention next.
In this section
- Dashboard - Your daily overview, quick actions, pending uploads, closings, tasks, and briefing
- Intake Queue - Route inbound emails, SMS, intake forms, and notes to the right transaction
- Review Queue - Use the topbar drawer for pending uploads, ready drafts, scheduled sends, and recent activity
- Extraction Review - Finish saving extracted contract data and review extraction history
How the queues fit together
Use the Dashboard as your morning check-in. It points you toward closings, overdue tasks, waiting items, outstanding payments, and uploads that still need review.
Use the Intake Queue when inbound items need routing to a transaction.
Use the Review Queue when drafts, automation output, scheduled sends, or pending uploads need a human decision. The old sidebar Pending Review page was retired; current review work lives in the document-tasks icon in the topbar.
Use AI Extractions when uploaded documents were scanned but still need to be reviewed and saved.
Extraction lifecycle
Uploading a contract starts a workflow, but it does not create or update transaction data by itself. The normal lifecycle is:
- Upload - Add documents through Upload Documents or transaction Extract Data.
- Scan - DocJacket runs extraction and shows progress.
- Review - Open the extracted data, citations, confidence, warnings, and changed-field comparison.
- Save - Click Create Transaction, Create Listing, or Update Transaction.
If the scan finishes but the save step does not happen, the work is unfinished. Look for it in Pending Uploads, the topbar Review queue, or the AI Extractions page.