Skip to main content

Dashboard

The dashboard is your daily command center. It shows what changed, what is due, and what needs attention across your transactions. Most sections are collapsible, so you can keep the morning view tight and expand only the work you are handling.

Make the dashboard yours

The dashboard remembers which sections you leave expanded or collapsed in your browser. Collapse sections you do not check every day, and keep your highest-value sections open.

First-time view​

New users see a guided first step before the operational widgets fill in:

  • Upload Your First Contract
  • Try a Sample Contract
  • A collapsed walkthrough video
  • Review quick facts about the account

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

Daily sections​

Your layout may vary by screen size and plan. On smaller screens, the highest-priority sections move up so urgent items are still visible first.

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; click a phase to open the transactions list filtered to that 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

Customize your view​

Use the section headers to expand or collapse dashboard cards. DocJacket saves those choices in your browser, so the dashboard opens the same way the next time you come back.

Common ways to tailor the dashboard:

  • Keep Today's Briefing, Closing Soon, and Tasks expanded for daily triage
  • Collapse This Month when you only need end-of-week or end-of-month reporting
  • Keep Waiting On expanded if you manage follow-up-heavy transactions
  • Collapse Quick Actions after your common upload and create workflows become muscle memory
note

Collapsed and expanded sections are a personal browser preference. They do not change what teammates see in their own accounts.

Some dashboard sections appear only when they apply. Pending Uploads appears only when there are extraction groups awaiting review. Outstanding Payments appears when the payments widget applies to your compensation setup.

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, including urgent dates and workload signals.

tip

If you prefer to start the day from email, turn the daily digest on. If you live in the app all day, turn it off and use Today's Briefing directly.

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.

warning

An uploaded contract is not saved into a transaction until someone completes the extraction review and clicks the final create or update action.

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.

Waiting On​

Use Waiting On when you need to find blocked deals quickly. The widget groups open transactions by phase, such as inspection, repairs, attorney, appraisal, loan/title, closing, and other.

Click a phase row to open the transactions list with that waiting-on phase selected. This is useful for batch follow-up, such as clearing inspection blockers or checking every deal waiting on title.

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.