---
title: Transactions
sidebar_label: Overview
sidebar_position: 1
description: Learn how to create and manage real estate transactions in DocJacket — from contract to closing.
---

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

# Transactions

Transactions are the heart of DocJacket. Every real estate deal you manage — from the moment a contract is signed to the day it closes — lives here.

![Transactions page with filters, columns, saved views, and transaction rows](/img/transactions/transactions-list.png)

Your **Transactions** page is home base. It shows every deal you're managing in a searchable, filterable table. You can:

- **Search** by property address, buyer name, or seller name
- **Filter** by status, side, price range, closing date range, and other saved-view options
- **Switch between Transactions and Listings**
- **Open saved views** for repeat reporting layouts
- **Customize columns** to show exactly the info you care about
- **Export to CSV** for reporting or backup

Click any transaction to open it and see the full picture: overview, tasks, documents, contacts, messages, portal, forms, activity, reports, and calculators.

## In this section

- [Creating a Transaction](./creating-a-transaction.mdx) — Start a new deal manually or with AI extraction
- [Transaction Overview](./transaction-overview.mdx) — Everything about a deal at a glance
- [Key Dates & Financials](./key-dates-and-financials.mdx) — Managing dates, prices, and loan details
- [Contingencies & Repairs](./contingencies-and-repairs.mdx) — Track contingency status and repair requests
- [Listings](./listings.md) — Manage listing workflows inside Transactions
- [Transaction Statuses](./transaction-statuses.mdx) — Open, Closed, Cancelled, and custom workflow statuses