Creating a Transaction

There are two ways to create a new transaction in DocJacket. Both start from the Transactions page — click the New Transaction button in the top right.

Upload & Extract (recommended)

The fastest way to get a deal set up. Upload your contract PDF and let AI do the data entry.

1. Click New Transaction > Upload & Extract
2. Drag and drop your contract PDF (or click to browse)
3. DocJacket's AI reads through the document and extracts:
   • Buyer and seller names
   • Property address
   • Purchase price, earnest money, and loan details
   • Contract date, closing date, and key deadlines
   • Contingency periods
4. Review the extracted data — you can edit anything that needs correcting
5. Click Create Transaction

The AI is good, but always give the extracted data a quick once-over. Handwritten contracts or unusual formatting might need a few manual tweaks.

tip

Got a contract with multiple documents bundled into one PDF? DocJacket's AI can detect and split them automatically. See Smart Document Splitting for details.

Create manually

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

1. Click New Transaction > Create Manually
2. Enter the property address
3. Select the transaction type and side (buy, sell, or both)
4. Add the purchase price and key dates
5. Click Create

You can fill in the rest later — contacts, documents, timeline, and tasks can all be added from the transaction overview.

What happens next

Once your transaction is created, you'll land on the Transaction Overview. From there, you'll typically want to:

1. Add contacts — buyers, sellers, agents, title company, lender
2. Apply a timeline template — sets up your milestones and deadlines
3. Upload documents — contracts, disclosures, and other files