---
sidebar_label: Creating a Transaction
sidebar_position: 2
description: Two ways to start a new DocJacket transaction — AI-powered upload-and-extract from a contract PDF, or manual entry.
---

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

# 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 Documents (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 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](/docs/ai-features/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](./transaction-overview.mdx). From there, you'll typically want to:

1. [Add contacts](/docs/contacts) — buyers, sellers, agents, title company, lender
2. [Apply a checklist](/docs/templates/task-templates) — sets up reusable task work for the deal
3. [Upload documents](/docs/documents/uploading-documents) — contracts, disclosures, and other files