Clone a Transaction
Cloning a transaction in Proof creates a new draft by copying all documents, recipients, and settings from an existing transaction—clearing completed field data and signatures—allowing users (except title agents cloning lender-initiated transactions) to easily resend or modify transactions, including cloning credible witness details which should be removed if not needed.
The short answer: Cloning a transaction copies all the details from an existing transaction — documents, recipients, and settings — into a new draft so you can resend without starting from scratch. Completed field data and signatures are cleared automatically.
How It Works
When you clone a transaction, Proof copies everything from the original — including documents, recipients, and settings. Document fields carry over, but any information or signatures that were entered when the transaction was completed are cleared in the new copy.
Users can clone any transaction created in their organization. Title agents cannot clone transactions that were initiated by a lender.
Cloning a transaction that uses a credible identifying witness for identity verification will also clone the witness's name, email, and phone number. Delete this information if the same witness is not needed for the new transaction.
Clone a Transaction
To clone a transaction, follow these steps after logging in to your Proof account:
- 1.Click Transactions from the left menu to view your transaction list.
- 2.Find and open the transaction you'd like to clone.
- 3.Click Transaction actions in the upper right corner.
- 4.Select Clone transaction from the options.
A confirmation message appears and the cloned transaction opens. Edit the transaction as needed — you can replace the document if needed — then send when ready.
Don't see the Clone option? If you're a title agent and the transaction was initiated by a lender, the Clone transaction option is not available for that transaction.
Summary Checklist
- Open the transaction you want to clone.
- Click Transaction actions → Clone transaction.
- Edit the cloned transaction and replace the document if needed.
- Remove cloned credible witness info if a different witness will be used.
- Send the transaction when ready.
Still Unsure?
Our support team is happy to help. Submit a support request or chat with us from any page in the app.
Related
Charge Statement for Real Estate Transactions – Proof Help Center
Proof automatically generates detailed charge statements itemizing all costs, including RON fees, for real estate transactions after activation, accessible to initiating organizations via Transaction Details and supported only for Resware and Softpro integrations, while signers cannot access these statements.
Brand Customization Overview – Proof Help Center
Organizations with a Premium or higher Proof account can customize branding elements such as logo, colors, and landing pages visible to customers completing transactions via Proof links or invitations, while certain elements like email wording and signer page layout remain unchangeable, and multi-organization brand management is facilitated through Command Center.
Proof Business Pro | Status Tracking and Audit Trail FAQs
The Proof Business Pro platform allows users to track transaction progress and view detailed audit trails—including signer information, timestamps, locations, verification results, and document history—via the Send & Manage tab, with comprehensive transaction details accessible through various tabs such as Summary, Recipients, Document, Identity, Meeting, Notes, History, and Activity Log.
Prepare and Tag Documents for Recipients – Proof Help Center
The Proof Help Center explains that tagging documents with fields—action items like signatures, dates, or initials—before a notarization session streamlines the process by allowing creators to place, move, resize, delete, and bulk-edit these fields in the Document Preparation window after uploading files, thereby reducing errors and improving the experience for all participants.
Identity Verification Overview – Proof Help Center
Proof's identity verification for notarizations varies by notary commission state and transaction type, offering four methods: IAL2-compliant verification (credential analysis plus selfie comparison), multi-step verification (combining knowledge-based authentication, credential analysis, and/or selfie comparison), personal knowledge of identity (notary personally knows the signer), and credible identifying witness (a verified witness vouches for the signer).
Proof General Terms
The Proof General Terms, last updated June 19, 2026, govern all Users accessing the Platform—including Subscribers, End Users, Participants, Notary Users, and Verification Portal Users—requiring acceptance via agreement and mandating individual arbitration instead of jury trials or class actions, with detailed definitions and remedies outlined in the document.