---
title: Templates
sidebar_label: Overview
sidebar_position: 1
description: Create reusable checklists, key date rules, email templates, forms, document lists, and report templates to save time on every transaction.
---

<!-- Canonical: https://help.docjacket.com/docs/templates -->
<!-- Source: docs/templates/index.mdx -->

# Templates

Templates save you time by letting you reuse emails, checklists, key date rules, online forms, required document lists, reports, and more. Set them up once and apply them to any transaction.

The **Templates** page in the sidebar is your template hub. It is organized into sections that match the cards in the app.

## Communication

- **Email Templates** — Reusable email content with smart fields
- **Email Signatures** — Branded signatures for outgoing emails
- **Online Forms** — Public and transaction-specific forms for collecting information, creating transactions, and routing Front Door submissions

## Checklists & Key Dates

- **Checklists** — Master workflows for each deal type, with key dates, tasks, and automations that can be applied to transactions
- **Key Date Library** — Individual reusable date rules, such as "Final Walkthrough = 1 business day before Closing"

Checklists and the Key Date Library are separate. The Key Date Library defines reusable date logic. Checklists consume those key dates and attach the task workflow, due-date offsets, and email automation.

## Documents

- **Required Documents Lists** — Document requirements for different transaction types
- **Smart Fields** — Template variables for auto-populating transaction, document, and communication data

## Reports

- **SitRep Templates** — Structured templates for transaction status reports

## In this section

- [Checklists](./timeline-templates.md) — Build reusable workflows with key dates, tasks, and automations
- [Key Date Library](./task-templates.md) — Define reusable date rules that checklists consume
- [Email Templates](./email-templates.md) — Write reusable email content
- [Email Signatures](./email-signatures.md) — Create branded signatures for outgoing email
- [Online Forms](./online-forms.md) — Build public and transaction-specific forms for intake, updates, and Front Door CTAs
- [Required Documents Lists](./required-documents-lists.md) — Define required document checklists by transaction type
- [Smart Fields](./smart-fields.md) — Manage reusable fields for document and communication data
- [SitRep Templates](./sitrep-templates.md) — Control the sections used in transaction status reports