Skip to main content

Applying Form Submissions to a Transaction

Online Forms collect structured answers. Once someone submits a form, you review the submission and map its values onto a transaction, so you don't re-key anything by hand.

Where submissions show up​

  • Forms sent from a deal (Update Transaction / Additive forms) — submissions appear on that transaction's Forms tab.
  • Intake forms (Create Transaction purpose) — submissions enter the intake flow, where you review them and create a new transaction from the answers.

See Online Forms for the difference between form purposes and how to share each kind.

Reviewing a submission​

On the transaction's Forms tab, expand a submission to see every submitted field. As you review, you can mark each field as clear, needs documents, needs internal review, needs attorney review, or resolved — so the rest of the team knows what's been checked.

Mapping fields onto the transaction​

For each submitted field, choose the transaction field it should fill, then apply. You can map to:

  • Property — address, city, state, ZIP
  • Contacts — Buyer, Second Buyer, Seller, Second Seller (plus email and phone for each)
  • Agents — Listing Agent and Buyer's Agent (name, email, phone, brokerage)
  • Financials — purchase price, loan amount, earnest money, down payment, financing type
  • Periods (days) — day counts like Inspection Period, Financing Period, Earnest Money, and Title Review, which DocJacket turns into calculated deadlines (see Capturing dates and deadlines)
  • Status — set the transaction to a specific status
  • Custom fields — any custom field your organization has defined

For capturing contact details specifically, see Collecting Contacts on Forms.

Capturing dates and deadlines​

There are two ways to get contingency deadlines onto a transaction from a form — as a number of days or as an actual date — and DocJacket handles both. This is especially useful on an intake form when the contract isn't uploaded yet: enter what the contract says and the deadlines are filled in as the deal is created.

Enter a number of days and DocJacket calculates the deadline. If the contract gives day counts (e.g. "inspection within 10 days"), put a number field on the form and map it to one of the Periods (days) targets. On apply, DocJacket computes the actual deadline from the transaction's anchor date — honoring your business-day calendar, holidays, and state conventions — and stores it as a rule, so the deadline recalculates automatically if the anchor date later moves. The recognized period targets are:

  • Inspection Period (days) → Inspection Deadline
  • Financing Period (days) → Financing Deadline
  • Earnest Money (days) → Earnest Money Due
  • Title Review (days) → Title Deadline
  • Repair Negotiation / Repair Resolution (days after inspection) and Final Walkthrough (days before closing)

Or capture an actual calendar date. If the contract gives fixed dates, add a Date field for each deadline (Inspection, Financing, Appraisal, Closing, Contract, and so on) and map it to that key date. DocJacket writes the value straight to the deal's Key Dates — on an existing transaction (map on the Forms tab and apply) or as the deal is created from an intake form.

Use the right target for day counts

Day-count auto-calculation happens when you map the number field to a Periods (days) target above — a number mapped to a plain custom field just stays a number. If you need a day-count deadline that isn't in that list, use a checklist / timeline template with an anchor + offset rule (e.g. Inspection Deadline = Effective Date + 10 calendar days). See Contingencies & Repairs.

Tips​

  • Map contacts, financials, and deadlines on the Forms tab of an existing deal — they apply immediately.
  • The contract gives day counts? Map a number field to a Periods (days) target and DocJacket calculates the deadline. Only need a day-count that isn't a recognized period? Use a checklist with anchor-date rules instead.
  • A form field's type isn't enforced against its target — point a Date field at a date target (or a number field at a Periods target) so the value is read correctly.