Replace Completed Hybrid Orders from Encompass
To update and re-sign a completed hybrid transaction in Encompass, use the Replace Order button on the Notarize with Proof eClosing form to recall and soft delete the original order, then place a new order with updated documents pulled from the eFolder for the signer(s) to re-sign.
The short answer: If a completed hybrid transaction needs to be updated and re-signed, use the Replace Order button on the Notarize with Proof eClosing form in Encompass to recall the original transaction and send a fresh package to the signer(s).
Replace an Order
To replace a completed hybrid order from Encompass, use the Replace Order button on the Notarize with Proof eClosing form. This button replaces the Update Order button once a hybrid transaction has been completed by signers.
Clicking Replace Order will:
- Recall the completed transaction
- Soft delete the original order
- Place a new order with blank documents for the signer(s) to re-sign
Since Replace Order places a brand new order, the documents currently in the eFolder are pulled into Notarize with Proof again. Deduplication logic applies — if multiple attachments exist for the same closing documents, only the latest version will be pulled. See how documents are pulled to Notarize with Proof from Encompass for more information.
Summary Checklist
- Confirmed the transaction is a completed hybrid order before using Replace Order.
- Updated documents are in the eFolder before placing the replacement order.
- Clicked Replace Order on the Notarize with Proof eClosing form in Encompass to send the fresh package.
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Update Orders from Encompass – Proof Help Center
The article explains how organizations can update orders placed to Proof after submission—either by editing transactions directly in Proof or by using the "Update Order" button on the Proof eClosing form in Encompass—while emphasizing that updated documents must be reordered and added to the eFolder before updating, and detailing how Proof pulls the latest closing documents by name and timestamp, including handling merged packages and separate attachments.
Recall Orders from Encompass – Proof Help Center
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Document pushback options – Proof Help Center
The Proof Help Center explains how to configure document pushback settings in the Proof Lender Portal, allowing users to choose whether completed e-signed files return to Encompass as merged PDFs or separate attachments, specify their pushback location (File Manager, custom folder, or original eFolder), manage audit trail PDF pushback with necessary permissions, and handle wet-signed documents in hybrid transactions with options for title agents to upload merged packages.