Edit a Business Transaction – Proof Help Center
The Proof Help Center explains that organizations can edit business transactions only while they are in Sent status—editing temporarily moves the transaction to Draft without changing recipients' existing access links, and after making changes via the Transaction actions menu and confirming with Update transaction, recipients are notified unless edits are merely saved without updating; however, these steps do not apply to real estate transactions, which require a different process.
Audience: Organizations
The short answer: You can edit a sent transaction to change details — but only while it's still in Sent status. Editing moves the transaction to Draft temporarily, and recipients keep their existing link.
Note: If you are a title agent or working on a real estate transaction, these steps do not apply. Please follow the Recall a Real Estate Transaction guide instead.
Which Transactions Can Be Edited
You can only edit transactions that are in the Sent status. If the recipient has begun the transaction and the status has moved to Attempted, you cannot edit it.
The option to edit will not appear in the Transaction actions menu if the transaction cannot be edited.
How It Works
When you edit a transaction, it is moved into Draft status. If the recipient tries to access the transaction while it's being edited, they receive a message indicating that updates are being made.
- Recipients of the transaction will not be sent a new transaction link when edits are made. Their existing link will function normally after the edits are finalized.
- If new recipients are added to the transaction, they will be sent a transaction access link.
Edit a Transaction
- 1.Log in to your Proof account.
- 2.Click Transactions from the navigation on the left.
- 3.Find and open the transaction you'd like to edit.
- 4.Click Transaction actions in the upper right corner.
- 5.Select Edit transaction.
- 6.Make the desired changes.
- 7.Click Update transaction to confirm and send the changes to recipients.
You can save your edits without sending by clicking Save changes, but recipients won't be notified of any updates until you click Update transaction.
Summary Checklist
- Confirm the transaction is in Sent status before editing
- Open the transaction and click Transaction actions
- Select Edit transaction, make changes, then click Update transaction
Still Unsure?
Our support team is happy to help. Submit a support request or chat with us from any page in the app.
Related
Enable or Disable Cost Centers for All Transactions
To enable or disable cost centers for all transactions, first create and make cost centers visible to senders, then navigate to the Cost Centers menu, select Update, choose either "Not enabled" to hide cost centers or "Enabled and required" to make them mandatory for new transactions, and save the changes, noting that disabling cost centers preserves existing assignments but prevents editing.
Encompass to Proof: Testing Tips – Proof Help Center
The article provides organizations onboarding the Encompass integration with Proof detailed testing tips, including duplicating loans in Encompass and renaming loans in Proof to efficiently submit multiple test loan packages without starting from scratch, emphasizing that this workflow is strictly for testing and should be tracked using the Template Tracker.
Set document requirements for notarizations – Proof Help Center
The Proof platform allows users with appropriate roles to set specific document requirements—such as notarization, witness presence, signer filling permissions, and verification of fact—when uploading files to transactions or templates, with these settings enforced during the signing process to control how documents are completed and notarized.
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.
Send a Transaction to a Saved Recipient – Proof Help Center
Proof automatically saves each transaction recipient's contact information privately to your account, allowing you to quickly select and autofill saved recipients when sending new transactions, with options to remove recipients from your list as needed.
Account & Organization Administration – Proof Help Center
The Proof Help Center's Account & Organization Administration section provides detailed guidance on setting up and managing user accounts and organizations, including establishing account owners, creating title agency accounts, allowing signers without accounts, customizing branding, configuring transaction settings, controlling user access, upgrading plans, converting individual accounts to business accounts, referring friends for credits, deleting accounts, and updating notary email addresses.