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How to Create a Transaction

Step 1:
Click on the NEW TRANSACTION icon located in the File tab.



Step 2:
This will open a window where you will enter a name for the transaction. The transaction name is used for your reference. The buyer/seller name or street address are commonly used for the transaction name.


After entering a transaction name, select theTransaction Type and Property Type.


Then click the OKbutton.



Step 3:
On the left hand side, double-click on the forms that you wish to add to your transaction. You may also single click a form and click the Add Selected Forms button, or right click a form and then click Add to Transaction.








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