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Email Automation

Link email templates to tasks so that emails are ready to send at the right moment — or even sent automatically.

Linking an email template​

  1. Click a task to open its detail drawer
  2. Find the Email section
  3. Select an email template to link

When the task is due, you can click Send to fire off the pre-written email without composing from scratch.

Auto-send options​

In the task drawer, you have two automation options:

Notify on Complete​

Enable this in the Options section. When you mark the task as done, the linked email is sent automatically.

Example: You have a task "Send inspection report to seller." Link the email template, enable Notify on Complete, and when you check off the task, the email goes out.

Auto-Send Date​

Set a specific date in the Scheduling section. The email sends on that date regardless of task completion.

Example: You need to send a reminder to the buyer 3 days before closing. Set the auto-send date and it fires automatically.

Tips​

  • Always review your email templates before enabling auto-send — make sure the content and recipients are correct
  • Auto-send respects DocJacket's approval-first design — you'll get a notification before emails go out so you can cancel if needed
  • Combine email automation with task templates to set up entire email workflows for a transaction type