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Transaction Overview

The Overview tab is where most TCs spend their time. It shows everything important about a deal on one page — no clicking through multiple tabs to find what you need.

Transaction Overview tab showing the closing timeline and key-date list

What's on the Overview​

The Overview is customizable. You can hide, pin, or collapse sections with Customize View (see Customizing the deal page). Common sections include:

Closing Timeline​

The closing timeline appears near the top of the Overview when the section is visible. It shows transaction key dates, status, missing-date warnings, linked task progress, reminders, and the Playbook template that created the timeline when one has been applied.

Use Generate Timeline to calculate key dates and linked tasks from one Playbook template. The confirmation step shows the transaction anchor dates, key-date count, task count, owner assignments, phases, and the replacement option before anything is created.

If the Playbook chip in the header reads N to sync, the deal and its Playbook no longer match: see When a deal is behind its Playbook.

The timeline has two views:

  • Vertical checklist view — A list of key dates with status, phase, governed Key Date Type, linked tasks, reminders, and drag handles for visual order.
  • Pipeline view — A horizontal visual timeline for scanning complete, upcoming, overdue, needs-date, and not-applicable items.

Use Add to add a one-off key date. Use Edit Template when the transaction timeline came from a Playbook and you want to change the reusable template. Use Save as Template to turn the transaction's current key dates and tasks into a reusable Playbook.

Risk Insights​

When a transaction has a stored risk assessment, a risk chip appears in the transaction header. Click it to review the summary, risk factors, mitigations, recommendations, and to re-run the assessment.

Waiting On​

The headline blocker for the deal. Use it to show what the transaction is currently waiting on, such as client action, signatures, title, lender, inspection, or closing. To add your own options or hide ones you don't use, see Waiting On Options.

Can I add an option to the Waiting On field?​

Yes. The picker isn't fixed. Go to Settings > Waiting On (under Transactions), click Add Option, and give it a name, a phase, and a color. The new option shows up in every deal's Waiting On picker. You can also hide the built-in options you don't use. Only a workspace owner or admin can change the list unless an owner has turned on Allow team members to edit Playbooks and settings under Settings > Organization.

Financial Summary​

Purchase price, earnest money, loan amount, and other financial terms at a glance. Quick reference so you don't have to dig through the contract.

Additional Details​

Deal details that do not fit into the main summary cards, such as listing, occupancy, financing, and other transaction fields your organization tracks.

Tasks​

Your to-do list for this transaction. Add tasks, check them off, and track what's overdue. The progress bar shows how much is complete.

Notes​

Internal notes for your team. These are private — they're not visible to clients or agents on the portal.

Property Images​

Upload photos of the property. Star an image to feature it on reports and the client portal.

Documents​

Contracts, disclosures, and other files for this transaction. Track approval status and upload new documents right from here.

Calendar Sync​

If your account has Google Calendar connected, this card controls whether this transaction participates in Google Calendar sync. Turn it off when you want to hide this transaction's dates from Google without disconnecting Google Calendar for the whole account.

Calendar settings still control whether task due dates sync. When task syncing is off, closing dates and key dates can still sync for transactions where calendar sync is enabled.

Contingencies​

Track configured contingency status throughout the deal. Mark each as Active, Satisfied, Waived, or Not Applicable as the transaction progresses.

Repairs​

Track common repair categories and their resolution status. Mark items as N/A, Pending, or Resolved, and add notes when needed.

Messages​

Recent emails related to this transaction. See unread counts and click through to the full message thread.

Parties and Contacts​

The people involved in the deal. The overview can show buyers, sellers, agents, title company, lender, vendors, and additional contacts, with links into the full Contacts tab.

Utility Providers​

Who to call for utilities at the property. See Tracking utility providers below.

System Credentials​

Store login details for MLS, tax portals, and other external systems used in this transaction. Keeps everything in one place so you're not hunting through emails for passwords.

Customizing the deal page​

The header at the top​

The header at the top of a deal page is fixed. It shows the property address, the status chip, the type chip, the side chip (such as Buyer Side), and a line with the MLS number, city, state, ZIP, closing date, and price. Some deals also show a Sample chip or flag chips such as Short Sale, New construction, Subject to lease, or FUB Deal. Buttons for Checklist, Agreements & termination, Duplicate, and Edit sit alongside.

You can't hide, move, or add items in the header. Each item appears when the deal has that value. To change what an item says, edit the deal (Edit), or click the status chip or the type chip to change those directly.

Customize View​

To change what shows on the page below the header, open the Overview tab and click Customize View on the toolbar. The drawer is titled "Customize Transaction View".

  • Overview sections. For each section, you can show or hide it, pin it to the top, and collapse it by default. A few cards can't be collapsed.
  • Scope. Choose whether your changes apply to All my transactions, to all deals of this type (for example, Purchase deals), or to This transaction only.
  • Tabs and Default tab. Under All my transactions, you can also show or hide whole tabs (the Overview tab always shows) and choose which tab opens first when you open a transaction.

Your own Customize View settings are yours. When you save a layout, it doesn't change what anyone else sees, unless an owner or admin also makes it the team default (see below).

Which layout you see. DocJacket uses the first of these that applies:

  1. Your own saved layout: This transaction, then the deal type, then All my transactions.
  2. The team default, if an owner or admin has set one.
  3. The standard DocJacket layout.

Pinned sections show full width at the top of the Overview.

Set a team default layout​

Owners and admins can publish their layout as the starting layout for everyone in the organization. A team default covers All my transactions only. You can't set one for a single deal type.

  1. Open any transaction, go to the Overview tab, and click Customize View.
  2. Choose All my transactions.
  3. Set up the tabs, the default tab, and the Overview sections (Show, Pin, Start collapsed) the way you want the team to see them.
  4. Tick Also make this the default for everyone at your organization's name.
  5. Click Save.

The drawer says "Saving also makes this the team default" for your organization. Teammates who haven't customized their own view see this layout, including people you add later. Anyone who already saved their own layout keeps it. Saving a team default never changes or deletes anyone's personal layout.

To change the team default later, repeat the steps above. To stop using one, open Customize View under All my transactions and click Remove team default. Teammates who haven't customized their own view go back to the standard layout, and nobody's own saved layout changes.

Pick up a changed team layout (Use team default)​

When a team default exists, anyone can switch from their own layout to it.

  1. Open Customize View on the Overview tab and choose All my transactions.
  2. Click Use team default.
  3. Confirm with Use team default.

This removes your own tab and section choices, so you follow the team default from then on, including later changes an admin makes. Reset is different: it returns you to the standard DocJacket layout, ignoring the team default.

Field Display (for your whole organization)​

An owner or admin can choose which built-in fields appear on the Overview cards, by deal type and side, under Settings > Custom Fields > Field Display. See Custom Fields. Field Display changes the Overview cards, not the header.

Tracking utility providers​

Keep the property's utility providers on the deal so you know who to call for utilities — electric, gas, water, sewer, trash, and internet — without digging through emails.

  1. Open the transaction and go to the Overview tab
  2. Find the Utility Providers card in the right-hand column. It starts collapsed — click the card header to expand it
  3. Click Add utility provider
  4. Choose the Type: Electric, Gas, Water, Sewer, Trash, Internet, or Other
  5. Enter the Provider name, Phone, and Account #. You need at least one of these three
  6. Click Save

Each provider shows as a row in the card with its type, provider name, phone number, and account number. Use the edit icon to change a row, or the remove icon to take it off the deal.

The Utilities Information section of a Transaction Summary shows these utility providers. If the card is empty, that section is left out of the report. See Transaction Summary Templates.

Don't see the card?

The Overview is customizable. If the Utility Providers card is missing, open Customize View on the Overview and turn it back on.