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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.

Upload & Extract (recommended)​

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 and continue
  7. Open the progress page while extraction runs
  8. 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 complete the review-and-save step.

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. 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 checklist — sets up reusable task work for the deal
  3. Upload documents — contracts, disclosures, and other files