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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.

Outlook, Apple Calendar, or any other calendar: subscribe​

Calendar sync only pushes to Google Calendar. Connecting an Outlook account under Settings > Integrations does not sync closing dates or key dates to Outlook.

To see your closing dates and deadlines in Outlook (or Apple Calendar), use Settings > Calendar > Subscribe from any calendar:

  1. Click Create subscription link.
  2. Copy the link.
  3. In Outlook, add it as a calendar you subscribe to from the internet (in Apple Calendar, New Calendar Subscription).

The subscription covers deadlines across all deals in your workspace, needs no account connection, and updates itself as dates change. It's read-only on your side: you change dates in DocJacket, not in Outlook.

To send a calendar invitation for one date to other people on a deal, use Calendar Invites instead.

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.