Creating a Transaction from a Contract

Creating a Transaction from an Uploaded Contract is a painless process. To initiate the transaction, click on the (ADD NEW TRANSACTION) button at the top of the Transactions or Tasks page.

• Provide a Transaction Name
• Choose the Type
• Select a Primary Workflow (and optionally add Secondary Workflows) You can now select multiple workflows when creating a transaction — one primary plus any number of secondary workflows. See Adding More than One Workflow to a Transaction for details on how primary and secondary workflows work together.
• Upload your Executed Contract and up to 4 additional documents (addenda, amendments, disclosures, etc.)

To add files, click ADD MORE FILES below the first upload. Each file appears in a list with a delete icon to remove it before submitting.

Next, you will work through a 5 Step Process to ensure accuracy of the AI Details extracted as well as the process taking place.

Step 1: Verify Contract Data

Our AI analyzes all uploaded documents together and returns one combined set of extracted fields. Double check for accuracy. Click the pencil icon to the right of any extracted term to edit it.

If you uploaded multiple documents, use the document switcher in the PDF viewer to review each file.

Step 2: Remove Groups of Tasks at once

If a contract does not include Inspections, or Financing, or an HOA, etc, you can remove groups of tasks in a single click.

Step 3: Review Key Dates (editing should not be necessary)

If you were to manually upload a contract, this step is when you would adjust the Key Dates of your template to match the contract terms. In this case, you have already reviewed the Contract Dates during step 1. You will see that each "Linked" task is also adjusted to match the contract. The green AI Sparkle Icon represents that an adjustment was made.

Step 4: Edit Non-Key Date Tasks

If you want to review/remove any non-Key Date tasks, you can do that during this step.

Step 5: Add Team Members & Transaction Parties

If you have a Team account, you will first be prompted to add Team Members and their assigned role at this time. You can also designate a Primary Agent by clicking the star icon next to any party. See Designating a Primary Agent on a Transaction for details.

Next, our AI will provide you with all contacts from the Contract. If there is already a matching Contact in Nekst, you can select to re-use the existing contact. If the contact does not exist in your account, you can add additional information like phone numbers and email addresses.

For Agents and Brokers, company name and contact information should be extracted and auto-filled. You will just need to ensure the appropriate role is applied.

Updated on: 04/20/2026