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Calendar and Holidays

Use Settings > Calendar and Settings > Holidays to control how dates sync and how business-day rules skip closed days.

Calendar sync​

DocJacket can sync closings and key dates to your connected Google Calendar when calendar sync is enabled for the transaction.

In Settings > Calendar, you can choose whether task due dates also sync to Google Calendar.

When task syncing is on:

  • Tasks with due dates appear on Google Calendar
  • Task dates appear alongside closings and key dates
  • Re-added task events usually appear on the next sync

When task syncing is off:

  • Existing task events are removed from Google Calendar within a few minutes
  • Closing dates and key dates still sync
  • Task due dates remain visible inside DocJacket and in the morning brief

Each transaction also has a Google Calendar toggle on its Overview. Turn that off to hide just that transaction from Google Calendar without disconnecting Google Calendar for the whole organization.

Only sync my deals​

By default, calendar sync puts every synced transaction in your organization on your Google Calendar. If you're on a team and only want your own, turn on Only sync my deals in Settings > Calendar — your calendar then shows just the deals assigned to you or created by you, and events from other deals are removed from Google automatically. The setting is per person; teammates' calendars aren't affected.

If you delete a DocJacket event from Google Calendar by hand, DocJacket respects that: the date stays in DocJacket, but that event won't be pushed back onto your Google Calendar.

Holidays​

Organization holidays count as non-business days for business-day scheduling rules.

Holidays affect:

  • Task rules that use business days
  • Scheduled emails that use business-day timing
  • Working-hours email deferral when Skip on organization holidays is enabled

Managing holidays​

From Settings > Holidays, you can:

  • Import US federal holidays for the current year and the next two years
  • Add a custom holiday
  • Mark a holiday as recurring every year
  • Edit existing holidays
  • Delete holidays that no longer apply

Add office closures and local holidays that should delay automated reminders or task schedules.