A transaction is a document container that you can send to the recipients to sign. The transaction contains details about the documents to be signed, the recipients, the settings for language, time zone, expiration and reminders, and the places where the recipients will sign the documents.
To create a transaction
On the Transaction List page, click Create New Transaction. This opens the Create Transaction dialog box.
Enter the transaction name and description.
Click Save.
A new page is opened to add documents, recipients, and configure transaction settings.