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Dashboard

The dashboard is your daily command center. It shows what changed, what is due, and what needs attention across your transactions.

First-time view​

New users see a guided first step:

  • Upload a first contract
  • Try a sample contract
  • Watch the walkthrough
  • Review quick facts about the account

After your workspace has activity, the dashboard shifts into daily operations mode.

Daily sections​

The dashboard includes collapsible sections. Your layout may vary by screen size and plan, but the main sections are:

  • Today's Briefing - Closings today, overdue tasks, tasks due today, upcoming deadlines, new emails, completed extractions, new assignments, and workload level
  • Pending Uploads - Documents that finished extracting but have not been saved as a transaction, listing, or update yet
  • Closing Soon - Transactions with closing dates in the next seven days
  • Tasks - Tasks due today or overdue and assigned to you
  • Waiting On - Deals currently blocked, grouped by phase
  • Outstanding Payments - Logged TC fees that are not paid yet, when the payments widget applies
  • This Month - New transactions, closed transactions, active volume, and pending tasks
  • Quick Actions - Shortcuts for common work such as uploading a contract or creating a transaction

Daily digest​

From Today's Briefing, you can turn the daily digest email on or off. The digest summarizes the same operational signals in email form.

Pending uploads​

If Pending Uploads appears, open it before assuming the upload is finished. A completed extraction still needs review and a final save action before it becomes a new transaction, listing, or update to an existing transaction.

Each pending upload card can show:

  • The extracted property address, when DocJacket found one
  • The first file name, when no address is available
  • The number of documents in the extraction group
  • How long ago the upload was created
  • Additional file names when the group has multiple documents

Use Review to return to the extraction review flow and finish saving. Use Discard only when the upload should stop appearing as unfinished work. Discarding a pending upload soft-dismisses the card; it does not delete the underlying extraction jobs or history.

Pending Uploads only appears when there is something unfinished. If there are no unfinished extraction groups, the section stays hidden.

Tips​

  • Start with Today's Briefing for urgent dates and workload.
  • Check Pending Uploads if a contract was uploaded but no transaction appears yet.
  • Use Waiting On to find blocked deals that need follow-up.
  • Use Quick Actions for upload-heavy workflows.