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Your First Transaction

Let's walk through creating a transaction from scratch. By the end, you'll have a deal set up with contacts, a timeline, and tasks — ready to manage.

Two ways to create a transaction​

From the Transactions page, click the New Transaction button in the top right. You've got two options:

  • Create Manually — Fill in the details yourself
  • Upload & Extract — Upload a contract PDF and let AI do the heavy lifting

Option A: Upload & Extract (recommended)​

This is the fastest way. Upload your contract PDF and DocJacket's AI will read through it and pull out:

  • Buyer and seller names
  • Property address
  • Purchase price and earnest money
  • Contract date, closing date, and key deadlines
  • Contingency periods
  1. Click Upload & Extract
  2. Drag and drop your contract PDF (or click to browse)
  3. Wait a moment while AI processes the document
  4. Review the extracted data — make any corrections needed
  5. Click Create Transaction

Option B: Create manually​

If you don't have a contract handy or prefer to enter details yourself:

  1. Click Create Manually
  2. Fill in the basics — property address, transaction type, and side (buy/sell/both)
  3. Add the purchase price and key dates
  4. Click Create

You can always add more details later from the transaction overview.

Add your contacts​

Every deal has people involved. From the transaction overview, you'll see the Contacts & Vendors section on the right side. Add the key players:

  • Buyers and Sellers — The principals in the deal
  • Agents — The listing agent, buying agent, or both
  • Title Company — Who's handling closing
  • Lender — If there's financing involved
  • Other vendors — Inspectors, surveyors, appraisers, etc.

You can pick from your existing contacts or create new ones on the fly.

Apply a timeline template​

Timelines are what keep your deal on track. From the Timeline tab:

  1. Click Apply Template
  2. Choose a template that matches your transaction type and state
  3. Set your anchor date — usually the contract date. All other deadlines calculate from this date.
  4. Review the milestones and adjust any dates if needed

Your timeline now shows every milestone from contract to closing, with automatic deadline calculations.

Check your tasks​

Head to the Tasks tab. If your timeline template included tasks, they're already here — organized by due date with priorities color-coded:

  • 🔴 Urgent — Do this now
  • 🟠 High — Don't let this slip
  • 🟡 Medium — Standard priority
  • 🟢 Low — When you get to it

You can also add tasks manually with the quick-add bar at the top, or let AI generate a task checklist based on your transaction details.

You're all set!​

Your first transaction is up and running. Here's what to explore next:

  • Documents — Upload contracts, disclosures, and other files
  • Client Portal — Share a branded portal with your clients and agents
  • AI Features — Let AI handle the busy work