Contact Settings
Use Settings > Contacts to control how contacts are categorized and filtered across DocJacket.
Contacts is in the Advanced group of the Settings menu. Click Advanced to open it; the group starts collapsed. Anyone who is not an Owner or Admin sees the Advanced group only when an owner or admin has turned on Advanced settings for their role in Settings > Roles.
Contact types
Contact types define the labels available when adding people and companies to your contact list.
From the Contact Types tab, you can:
- Add a type with an internal name and display name
- Choose a color
- Mark a type as a service provider
- Hide inactive types from dropdowns
- Edit existing types
- Delete unused types
Types with existing contacts cannot be deleted until those contacts are moved or removed.
Service providers
Turn on Service Provider for companies such as title, escrow, lenders, inspectors, and vendors.
Service provider types appear under organization and provider filters instead of being treated like individual people.
Tags
Use the Tags tab to organize contacts and transactions with reusable labels.
You can:
- Create tags with a name, type, and color
- Search and filter tags
- Edit tag names and colors
- Delete tags that are no longer needed
Keep tags short and operational. They work best for repeatable filters such as VIP, Referral Partner, Builder, or Compliance Review.