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Creating a Transaction

There are two main ways to create a transaction in DocJacket: upload documents and extract the details, or use the manual transaction form.

Or just forward the contract

You can also forward a signed contract to your organization's new-deal address and DocJacket creates the deal for you. See Start a Deal by Email.

The fastest way to get a deal set up is the Upload Documents flow.

  1. From Transactions, click New Transaction
  2. Choose Create New Transaction
  3. Choose the transaction side
  4. Drop in PDFs, JPGs, or PNGs
  5. Click Upload & Continue
  6. If Smart Split appears, review the detected documents or let the high-confidence countdown continue
  7. For a single unsplit file, confirm the detected document type and state
  8. Open the progress page while extraction runs
  9. Review the extracted data and save the transaction

DocJacket can extract:

  • Buyer and seller names
  • Property address
  • Purchase price, earnest money, and loan details
  • Contract date, closing date, and key deadlines
  • Contingency periods

Always review the extracted data before saving. Nothing is final until you click Create Transaction, Create Listing, or Update Transaction on the review screen.

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.

If the document isn't a purchase contract​

If you upload a document that DocJacket reads as something other than a purchase contract, listing agreement or offer, such as an addendum or other supporting document, and it doesn't belong to an existing deal, the review screen says "We read this as an addendum, not a purchase contract". The screen offers one of two ways forward:

  • A property address was found: click Create deal to start the deal from what was read, and add the purchase contract to it later. Or click Upload the purchase contract instead.
  • No property address was found: there is nothing to name a deal by yet. Click Upload the purchase contract, or Enter the deal by hand.

The Dates card names the document it read, for example "We found 3 dates in this addendum".

Create manually​

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

  1. Open the manual transaction form
  2. Enter the required property address
  3. Choose status, type, and side
  4. Add workflow details such as waiting-on status, assignee, or FUB account if needed
  5. Add key dates, financials, parties, agents, and other details you already know
  6. Click Create Transaction

You can fill in the rest later — contacts, documents, key dates, 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 Playbook — sets up reusable task work for the deal
  3. Upload documents — contracts, disclosures, and other files