Create a Transaction

There are two ways to start a legal transaction and this can be achieved using the two methods below:

Via Global Create button

1. Click the Create button.
2. Choose Transaction.
3. Select the Entity that this transaction is being applied to.
4. Select the Transaction Type from the list.
5. If applicable: Choose the applicable Transaction Sub Type.
6. From the list, choose the templates that will be used for the selected transaction.
7. The next steps will depend on the type of transaction, fill-out the form and click Submit.

Via Entity Profile

1. Click the Entities on the left side panel.
2. Select the entity that you want to file a transaction.
3. In the entity profile, click the NEW TRANSACTION button
4. Select the Transaction Type from the list.
5. If applicable: Choose the applicable Transaction Sub Type.
6. From the list, choose the templates that will be used for the selected transaction.
7. The next steps will depend on the type of transaction, fill-out the form and click Submit.

The author can view the transactions in the following pages and tabs after submission. From here, the author can review and check the generated documents before sending to the responsible lawyer for approval

Transactions > Pending tab

Dashboard > Review & Approvals tab