Creating a new transaction

This section explains how to create a transaction using Wolters Kluwer Financial Services content.

Click the + TRANSACTION button to create a new transaction.

Note: Click the expand all button to expand all of the sections or collapse all button to close all of the sections within the new transaction view.
Click the CHANGE link to search for an alternative ORGANIZATION from your account; the SEARCH ORGANIZATIONS dialog appears. Enter a search term and click the magnifying glass icon.

Note: The ORGANIZATIONS section does not appear if your account only contains one organization.

Note: When logging in and creating a new transaction, DocOne displays the last used organization in the ORGANIZATIONS field.

The search results display the name of the organization and its location for each entry. Hover anywhere over the desired entry to select it.
Users can now view the documents within the DocViewer based on the transaction. See Viewing Documents for more information on using the DocViewer. Users can enter any additional information within the document through either of the following methods:
- Entering transaction data within the editable fields.
- Selecting the side arrow next on the left side of the screen to open the DATA ENTRY pane; users can enter data within each editable field. Click the side arrow to expand and collapse each section.
Click CREATE DOCUMENTS.
If an INCOMPLETE DOCUMENTS message appears, click YES to generate the document(s).
The transaction summary page displays the following information:
Select either of the following options:
- Click PREVIEW to generate a preview of the document(s). Each page includes a watermark across the entire page; no billing record is created.
- Click CREATE PACKAGE to view the transaction as a .PDF file. The transaction will open in an Adobe Reader window within the DocOne® application. Once the documents are created and PDF is available, a billing record is created.
See Creating .PDFs for more information.