You can create a transaction directly from the the transaction search page. Go to Transaction -> View Transaction to navigate to the search transaction page.
In the top left actions menu, click create transaction to start a transaction. It will bring you to the wizard questions for a transaction.
On the next page, there will be some Wizard questions which can help pick out the correct forms for this transaction. If you want to create a transaction without forms, do not answer the questions and scroll to the bottom to click on the green “Create Transaction without Forms” button.
If you want to proceed with creating a transaction with forms, answer the Wizard questions, then click the blue “+Create Transaction” button on the right.
If your Brokerage has the Auto-Populate Task List option selected, you will see a task list header at the bottom of the questions to add a task list to the transaction. You must select one of the task lists to create the transaction.
Your transaction has now been created.
*To learn how to edit and work within the transaction, please see the “Working within a Transaction” folder.